Whipplewood Advisors’s Dollar Tree DLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$693 Sell
7
-9
-56% -$891 ﹤0.01% 1077
2025
Q1
$975 Buy
16
+7
+78% +$427 ﹤0.01% 1032
2024
Q4
$675 Buy
+9
New +$675 ﹤0.01% 1077