A detailed history of Modera Wealth Management, LLC transactions in Dollar General Corp stock. As of the latest transaction made, Modera Wealth Management, LLC holds 4,701 shares of DG stock, worth $385,105. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,701
Previous 10,717 56.14%
Holding current value
$385,105
Previous $1.67 Million 62.86%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Jul 29, 2024

SELL
$124.12 - $159.55 $746,705 - $959,852
-6,016 Reduced 56.14%
4,701 $621,000
Q1 2024

May 14, 2024

BUY
$130.67 - $161.22 $136,158 - $167,991
1,042 Added 10.77%
10,717 $1.67 Million
Q4 2023

Feb 14, 2024

BUY
$101.83 - $135.95 $54,173 - $72,325
532 Added 5.82%
9,675 $1.32 Million
Q3 2023

Nov 01, 2023

BUY
$104.34 - $170.59 $3,860 - $6,311
37 Added 0.41%
9,143 $967,000
Q2 2023

Aug 07, 2023

BUY
$153.05 - $222.43 $1.39 Million - $2.03 Million
9,106 New
9,106 $1.55 Million
Q1 2022

May 03, 2022

SELL
$188.34 - $238.27 $431,675 - $546,114
-2,292 Closed
0 $0
Q4 2021

Feb 04, 2022

BUY
$205.61 - $235.83 $471,258 - $540,522
2,292 New
2,292 $541,000

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 $18.5B
  • 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
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC 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 Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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