A detailed history of Ever Source Wealth Advisors, LLC transactions in Dollar Tree, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 719 shares of DLTR stock, worth $47,741. This represents 0.0% of its overall portfolio holdings.

Number of Shares
719
Previous 657 9.44%
Holding current value
$47,741
Previous $70,000 28.57%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$63.56 - $107.36 $3,940 - $6,656
62 Added 9.44%
719 $50,000
Q2 2024

Aug 13, 2024

BUY
$103.43 - $135.91 $17,686 - $23,240
171 Added 35.19%
657 $70,000
Q1 2024

Jun 11, 2024

BUY
$125.23 - $150.02 $13,775 - $16,502
110 Added 29.26%
486 $64,000
Q4 2023

Feb 09, 2024

BUY
$103.64 - $142.29 $4,041 - $5,549
39 Added 11.57%
376 $53,000
Q3 2023

Nov 03, 2023

SELL
$104.4 - $154.33 $4,802 - $7,099
-46 Reduced 12.01%
337 $35,000
Q2 2023

Aug 04, 2023

SELL
$129.56 - $160.68 $13,603 - $16,871
-105 Reduced 21.52%
383 $54,000
Q1 2023

May 11, 2023

SELL
$135.46 - $157.02 $541 - $628
-4 Reduced 0.81%
488 $70,000
Q4 2022

Feb 09, 2023

BUY
$136.08 - $168.84 $3,129 - $3,883
23 Added 4.9%
492 $69,000
Q3 2022

Nov 07, 2022

BUY
$135.68 - $173.32 $7,462 - $9,532
55 Added 13.29%
469 $63,000
Q2 2022

Aug 01, 2022

SELL
$127.88 - $174.08 $12,276 - $16,711
-96 Reduced 18.82%
414 $64,000
Q1 2022

May 25, 2022

SELL
$126.23 - $160.32 $33,450 - $42,484
-265 Reduced 34.19%
510 $82,000
Q4 2021

Feb 07, 2022

BUY
$97.11 - $146.61 $75,260 - $113,622
775 New
775 $109,000

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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