A detailed history of Perigon Wealth Management, LLC transactions in Dollar Tree, Inc. stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 5,212 shares of DLTR stock, worth $397,102. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,212
Previous 4,341 20.06%
Holding current value
$397,102
Previous $463,000 20.95%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$63.56 - $107.36 $55,360 - $93,510
871 Added 20.06%
5,212 $366,000
Q2 2024

Aug 02, 2024

BUY
$103.43 - $135.91 $92,362 - $121,367
893 Added 25.9%
4,341 $463,000
Q1 2024

Apr 29, 2024

BUY
$125.23 - $150.02 $95,049 - $113,865
759 Added 28.23%
3,448 $459,000
Q4 2023

Jan 29, 2024

SELL
$103.64 - $142.29 $123,227 - $169,182
-1,189 Reduced 30.66%
2,689 $381,000
Q3 2023

Oct 30, 2023

BUY
$104.4 - $154.33 $95,734 - $141,520
917 Added 30.97%
3,878 $412,000
Q2 2023

Aug 02, 2023

SELL
$129.56 - $160.68 $3,757 - $4,659
-29 Reduced 0.97%
2,961 $424,000
Q1 2023

May 03, 2023

BUY
$135.46 - $157.02 $405,025 - $469,489
2,990 New
2,990 $429,000
Q4 2021

Feb 11, 2022

SELL
$97.11 - $146.61 $305,216 - $460,795
-3,143 Closed
0 $0
Q3 2021

Nov 01, 2021

BUY
$84.54 - $106.32 $265,709 - $334,163
3,143 New
3,143 $301,000
Q4 2020

Jan 28, 2021

SELL
$88.68 - $113.05 $360,838 - $460,000
-4,069 Closed
0 $0
Q3 2020

Nov 03, 2020

BUY
$85.97 - $104.24 $349,811 - $424,152
4,069 New
4,069 $372,000

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 $17.1B
  • 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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