4WEALTH ADVISORS, INC. DG Holdings History
Number of Shares
6,535.00
Current Holdings Value*
$574,620.00
% of Portfolio
0.63%
Total Estimate Gain
$224,673.30
% of Total Estimate Gain
45.41%
4WEALTH ADVISORS, INC.'s Dollar General Corp Holding Summary
As of 2025-03-31, 4WEALTH ADVISORS, INC. held 6,535.00 shares of Dollar General Corp(DG), totaling $574,620.00. This investment constitutes 0.63% of their stock portfolio, and 4WEALTH ADVISORS, INC. now holds 0% of the outstanding Dollar General Corp(DG) stock.
The initial trade took place in 2025Q1. And since then 4WEALTH ADVISORS, INC. has made 1 purchases of DG, at an average price of $75.71, for a total of 6,535.00 shares. Based on historical transaction data and DG's current price of $110.09, 4WEALTH ADVISORS, INC.'s estimated gain on his DG holdings is $224,673.30, reflecting a 45.41% gain to date.
4WEALTH ADVISORS, INC. DG ($110.09) Holding Chart
4WEALTH ADVISORS, INC. DG ($110.09) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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