A detailed history of Bergan Kdv Wealth Management, LLC transactions in Dollar General Corp stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 7,264 shares of DG stock, worth $567,100. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,264
Previous 7,759 6.38%
Holding current value
$567,100
Previous $1.63 Million 24.45%
% of portfolio
0.12%
Previous 0.17%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$153.05 - $222.43 $75,759 - $110,102
-495 Reduced 6.38%
7,264 $1.23 Million
Q1 2023

Apr 27, 2023

SELL
$202.85 - $248.61 $21,907 - $26,849
-108 Reduced 1.37%
7,759 $1.63 Million
Q4 2022

Jan 31, 2023

BUY
$236.4 - $260.44 $40,897 - $45,056
173 Added 2.25%
7,867 $1.94 Million
Q3 2022

Oct 24, 2022

BUY
$235.85 - $257.66 $5,896 - $6,441
25 Added 0.33%
7,694 $1.85 Million
Q2 2022

Jul 13, 2022

BUY
$187.6 - $259.04 $59,656 - $82,374
318 Added 4.33%
7,669 $1.88 Million
Q1 2022

May 09, 2022

BUY
$188.34 - $238.27 $65,165 - $82,441
346 Added 4.94%
7,351 $1.64 Million
Q4 2021

Jan 28, 2022

BUY
$205.61 - $235.83 $109,795 - $125,933
534 Added 8.25%
7,005 $1.65 Million
Q3 2021

Nov 12, 2021

BUY
$212.14 - $238.22 $39,245 - $44,070
185 Added 2.94%
6,471 $1.37 Million
Q2 2021

Aug 10, 2021

BUY
$197.15 - $220.2 $29,769 - $33,250
151 Added 2.46%
6,286 $1.36 Million
Q1 2021

May 11, 2021

BUY
$178.14 - $218.38 $1.09 Million - $1.34 Million
6,117 Added 33983.33%
6,135 $1.24 Million
Q2 2020

Aug 13, 2020

BUY
$153.16 - $192.14 $2,756 - $3,458
18 New
18 $3,000
Q3 2019

Nov 08, 2019

SELL
$132.15 - $161.54 $13,215 - $16,154
-100 Closed
0 $0
Q1 2019

May 09, 2019

BUY
$107.71 - $120.68 $10,771 - $12,068
100 New
100 $12,000
Q1 2018

May 03, 2018

SELL
$86.05 - $105.34 $249,803 - $305,802
-2,903 Closed
0 $0
Q4 2017

Jan 16, 2018

SELL
$79.18 - $93.38 $90,106 - $106,266
-1,138 Reduced 28.16%
2,903 $270,000
Q3 2017

Oct 18, 2017

BUY
$72.54 - $81.05 $293,134 - $327,523
4,041
4,041 $328,000

Others Institutions Holding DG

About DOLLAR GENERAL CORP


  • Ticker DG
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 225,572,000
  • Market Cap $17.6B
  • Description
  • Dollar General Corporation, a discount retailer, provides various merchandise products in the southern, southwestern, Midwestern, and eastern United States. It offers consumable products, including paper and cleaning products, such as paper towels, bath tissues, paper dinnerware, trash and storage bags, disinfectants, and laundry products; packa...
More about DG
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