A detailed history of Institute For Wealth Management, Llc. transactions in Dollar General Corp stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,577 shares of DG stock, worth $201,186. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,577
Previous 2,609 1.23%
Holding current value
$201,186
Previous $407,000 16.46%
% of portfolio
0.05%
Previous 0.05%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$124.12 - $159.55 $3,971 - $5,105
-32 Reduced 1.23%
2,577 $340,000
Q1 2024

Apr 30, 2024

SELL
$130.67 - $161.22 $3,266 - $4,030
-25 Reduced 0.95%
2,609 $407,000
Q4 2023

Jan 31, 2024

SELL
$101.83 - $135.95 $27,595 - $36,842
-271 Reduced 9.33%
2,634 $358,000
Q3 2023

Oct 13, 2023

SELL
$104.34 - $170.59 $1,147 - $1,876
-11 Reduced 0.38%
2,905 $307,000
Q2 2023

Jul 25, 2023

SELL
$153.05 - $222.43 $30,150 - $43,818
-197 Reduced 6.33%
2,916 $495,000
Q1 2023

Apr 20, 2023

SELL
$202.85 - $248.61 $9,939 - $12,181
-49 Reduced 1.55%
3,113 $655,000
Q4 2022

Feb 02, 2023

SELL
$236.4 - $260.44 $61,227 - $67,453
-259 Reduced 7.57%
3,162 $778,000
Q1 2021

May 04, 2021

SELL
$178.14 - $218.38 $5,878 - $7,206
-33 Reduced 0.96%
3,421 $693,000
Q4 2020

Feb 01, 2021

BUY
$205.87 - $223.0 $79,259 - $85,855
385 Added 12.54%
3,454 $726,000
Q3 2020

Nov 03, 2020

BUY
$186.46 - $209.8 $66,566 - $74,898
357 Added 13.16%
3,069 $643,000
Q2 2020

Jul 30, 2020

BUY
$153.16 - $192.14 $17,307 - $21,711
113 Added 4.35%
2,712 $517,000
Q1 2020

Apr 29, 2020

SELL
$136.1 - $166.88 $8,982 - $11,014
-66 Reduced 2.48%
2,599 $392,000
Q4 2019

Feb 27, 2020

BUY
$152.77 - $165.8 $343,579 - $372,884
2,249 Added 540.63%
2,665 $416,000
Q4 2019

Jan 27, 2020

SELL
$152.77 - $165.8 $323,261 - $350,832
-2,116 Reduced 83.57%
416 $416,000
Q2 2019

Aug 02, 2019

SELL
$117.28 - $138.81 $4,456 - $5,274
-38 Reduced 1.48%
2,532 $342,000
Q1 2019

May 15, 2019

BUY
$107.71 - $120.68 $276,814 - $310,147
2,570 New
2,570 $307,000
Q1 2018

May 15, 2018

SELL
$86.05 - $105.34 $2.57 Million - $3.15 Million
-29,913 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$79.18 - $93.38 $2.37 Million - $2.79 Million
29,913
29,913 $2.8 Million

Others Institutions Holding DG

About DOLLAR GENERAL CORP


  • 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...
More about DG
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