Dollar General shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Dollar General (DG) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Dollar General
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Quarterly reported holdings in Dollar General by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $504k | 6.0k | 84.57 |
| 2024-06-30 | $866k | 6.5k | 132.23 |
| 2024-03-31 | $1.0M | 6.7k | 156.06 |
| 2023-12-31 | $807k | 5.9k | 135.95 |
| 2023-09-30 | $421k | 4.0k | 105.80 |
| 2023-06-30 | $502k | 3.0k | 169.78 |
| 2023-03-31 | $380k | 1.8k | 210.46 |
| 2022-12-31 | $445k | 1.8k | 246.25 |
| 2022-09-30 | $681k | 2.8k | 239.96 |
| 2022-06-30 | $702k | 2.9k | 245.54 |
| 2022-03-31 | $638k | 2.9k | 222.69 |
| 2021-12-31 | $597k | 2.5k | 235.88 |
| 2021-09-30 | $537k | 2.5k | 212.17 |
| 2021-06-30 | $548k | 2.5k | 216.34 |
| 2021-03-31 | $430k | 2.1k | 202.64 |
| 2020-12-31 | $475k | 2.3k | 210.46 |
| 2020-09-30 | $364k | 1.7k | 209.44 |
| 2020-06-30 | $221k | 1.2k | 190.35 |