Heritage Wealth Management, LLC Dollar General Corp Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$236.4 - $260.44 $135,457 - $149,232	573 Added 100.0%	1,146 $282,000
Q2 2022 Aug 15, 2022	SELL	$187.6 - $259.04 $1,125 - $1,554	-6 Reduced 1.04%	573 $140,000
Q1 2022 Aug 15, 2022	SELL	$188.34 - $238.27 $10,170 - $12,866	-54 Reduced 8.53%	579 $129,000
Q3 2021 Nov 10, 2021	BUY	$212.14 - $238.22 $14,849 - $16,675	70 Added 12.43%	633 $134,000
Q2 2021 Aug 11, 2021	SELL	$197.15 - $220.2 $4,928 - $5,505	-25 Reduced 4.25%	563 $122,000
Q1 2021 Jul 16, 2021	BUY	$178.14 - $218.38 $104,746 - $128,407	588 New	588 $119,000

1,087

203M

5.78M

6.07M

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...

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

Stay updated on Heritage Wealth Management, LLC with notifications on news.