Dollar General shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Dollar General (DG) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Dollar General
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Quarterly reported holdings in Dollar General by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.9M | 42k | 118.73 |
| 2025-12-31 | $5.5M | 41k | 132.77 |
| 2025-09-30 | $4.3M | 41k | 103.35 |
| 2025-06-30 | $4.9M | 43k | 114.38 |
| 2025-03-31 | $3.8M | 43k | 87.93 |
| 2024-12-31 | $811k | 11k | 75.82 |
| 2024-09-30 | $3.1M | 37k | 84.57 |
| 2024-06-30 | $4.8M | 36k | 132.23 |
| 2024-03-31 | $5.8M | 37k | 156.06 |
| 2023-09-30 | $3.9M | 37k | 105.80 |
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