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 $22,113. This represents 0.0% of its overall portfolio holdings.

Number of Shares
350
Previous 350 -0.0%
Holding current value
$22,113
Previous $37,000 35.14%
% of portfolio
0.0%
Previous 0.0%

Shares

11 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
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 $14.1B
  • 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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