A detailed history of Concord Wealth Partners transactions in Dollar Tree, Inc. stock. As of the latest transaction made, Concord Wealth Partners holds 237 shares of DLTR stock, worth $15,736. This represents 0.0% of its overall portfolio holdings.

Number of Shares
237
Previous 237 -0.0%
Holding current value
$15,736
Previous $25,000 36.0%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$125.23 - $150.02 $6,762 - $8,101
-54 Reduced 18.56%
237 $31,000
Q3 2023

Oct 25, 2023

SELL
$104.4 - $154.33 $5,637 - $8,333
-54 Reduced 15.65%
291 $30,000
Q2 2023

Aug 07, 2023

SELL
$129.56 - $160.68 $44,957 - $55,755
-347 Reduced 50.14%
345 $49,000
Q1 2023

Apr 26, 2023

SELL
$135.46 - $157.02 $52,016 - $60,295
-384 Reduced 35.69%
692 $99,000
Q4 2022

Jan 27, 2023

BUY
$136.08 - $168.84 $146,422 - $181,671
1,076 New
1,076 $152,000
Q2 2022

Aug 04, 2022

SELL
$127.88 - $174.08 $3,069 - $4,177
-24 Reduced 2.25%
1,045 $163,000
Q1 2022

Apr 20, 2022

SELL
$126.23 - $160.32 $2,524 - $3,206
-20 Reduced 1.84%
1,069 $171,000
Q4 2021

Jan 21, 2022

BUY
$97.11 - $146.61 $22,917 - $34,599
236 Added 27.67%
1,089 $153,000
Q3 2021

Nov 09, 2021

SELL
$84.54 - $106.32 $19,951 - $25,091
-236 Reduced 21.67%
853 $82,000
Q2 2021

Jul 29, 2021

SELL
$97.5 - $119.26 $23,205 - $28,383
-238 Reduced 17.94%
1,089 $108,000
Q1 2021

May 13, 2021

SELL
$98.2 - $116.23 $14,828 - $17,550
-151 Reduced 10.22%
1,327 $152,000
Q4 2020

Feb 16, 2021

BUY
$88.68 - $113.05 $131,069 - $167,087
1,478 New
1,478 $160,000

Others Institutions Holding DLTR

About DOLLAR TREE, INC.


  • Ticker DLTR
  • Exchange NASDAQ
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 223,936,992
  • Market Cap $14.9B
  • Description
  • Dollar Tree, Inc. operates discount variety retail stores. It operates in two segments, Dollar Tree and Family Dollar. The Dollar Tree segment offers merchandise at the fixed price of $ 1.25. It provides consumable merchandise, including candy and food, and health and personal care, as well as everyday consumables, such as household paper and ch...
More about DLTR
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