A detailed history of Heritage Wealth Advisors transactions in Dollar Tree, Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 350 shares of DLTR stock, worth $25,529. This represents 0.0% of its overall portfolio holdings.

Number of Shares
350
Previous 350 -0.0%
Holding current value
$25,529
Previous $37,000 35.14%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 08, 2024

SELL
$125.23 - $150.02 $2,128 - $2,550
-17 Reduced 4.63%
350 $46,000
Q4 2023

Feb 09, 2024

BUY
$103.64 - $142.29 $1,761 - $2,418
17 Added 4.86%
367 $52,000
Q2 2023

Aug 09, 2023

SELL
$129.56 - $160.68 $3,498 - $4,338
-27 Reduced 7.16%
350 $50,000
Q1 2023

May 04, 2023

SELL
$135.46 - $157.02 $7,721 - $8,950
-57 Reduced 13.13%
377 $54,000
Q3 2022

Dec 12, 2024

BUY
$135.68 - $173.32 $11,397 - $14,558
84 Added 24.0%
434 $59,000
Q4 2021

Feb 02, 2022

BUY
$97.11 - $146.61 $19,422 - $29,322
200 Added 85.47%
434 $60,000
Q4 2020

Feb 01, 2021

SELL
$88.68 - $113.05 $7,449 - $9,496
-84 Reduced 26.42%
234 $25,000
Q2 2020

Jul 17, 2020

SELL
$70.24 - $97.87 $6.41 Million - $8.93 Million
-91,288 Reduced 99.65%
318 $29,000
Q2 2020

Jul 17, 2020

BUY
$70.24 - $97.87 $6.41 Million - $8.93 Million
91,288 Added 28706.92%
91,606 $29,000
Q1 2020

May 05, 2020

SELL
$65.57 - $93.89 $852 - $1,220
-13 Reduced 3.93%
318 $23,000
Q4 2019

Feb 04, 2020

BUY
$88.65 - $118.44 $16,045 - $21,437
181 Added 120.67%
331 $31,000
Q3 2018

Nov 14, 2018

BUY
$79.78 - $95.61 $11,967 - $14,341
150 New
150 $12,000

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 $16.3B
  • 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
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.