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Dollar Tree shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Dollar Tree (DLTR) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Dollar Tree

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All positions including Dollar Tree held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dollar Tree by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.0M 42k 142.05
2023-09-30 $4.5M 43k 106.45
2023-06-30 $6.1M 42k 143.50
2023-03-31 $6.1M 42k 143.55
2022-12-31 $6.0M 42k 141.44
2022-09-30 $5.7M 42k 136.11
2022-06-30 $6.9M 44k 155.86
2022-03-31 $7.1M 44k 160.16