Western Wealth Management’s Dollar General DG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$396K	Buy	+3,339	New	+$476K	0.02%	701
2024 Q1	–	Sell	-2,068	Closed	-$281K	–	662
2023 Q4	$281K	Buy	+2,068	New	+$251K	0.02%	566
2023 Q3	–	Sell	-5,519	Closed	-$937K	–	659
2023 Q2	$937K	Sell	5,519 -1,005	-15%	-$199K	0.08%	258
2023 Q1	$1.37M	Hold	6,524	–	–	0.13%	178
2022 Q4	$1.61M	Sell	6,524 -7,020	-52%	-$1.74M	0.16%	150
2022 Q3	$3.25M	Buy	13,544 +421	+3%	+$104K	0.19%	119
2022 Q2	$3.22M	Sell	13,123 -150	-1%	-$35K	0.18%	127
2022 Q1	$2.96M	Buy	13,273 +6,276	+90%	+$1.33M	0.14%	150
2021 Q4	$1.65M	Buy	+6,997	New	+$1.55M	0.16%	135
2021 Q2	$1.51M	Buy	6,998 +225	+3%	+$47.3K	0.16%	147
2021 Q1	$1.37M	Buy	6,773 +237	+4%	+$47.1K	0.18%	129
2020 Q4	$1.38M	Buy	6,536 +421	+7%	+$89.9K	0.2%	117
2020 Q3	$1.28M	Buy	6,115 +1,667	+37%	+$328K	0.21%	113
2020 Q2	$847K	Buy	4,448 +1,107	+33%	+$200K	0.15%	149
2020 Q1	$506K	Sell	3,341 -80	-2%	-$12.3K	0.12%	183
2019 Q4	$534K	Buy	3,421 +1,341	+64%	+$213K	0.08%	223
2019 Q3	$331K	Buy	+2,080	New	+$301K	0.07%	270