WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC DG Holdings History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Dollar General Corp Holding Summary
As of 2025-03-31, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 42,880.00 shares of Dollar General Corp(DG), totaling $3.77 Mil. This investment constitutes 1.34% of their stock portfolio, and WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding Dollar General Corp(DG) stock.
The initial trade took place in 2023Q3. And since then WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has made 4 purchases of DG, at an average price of $114.86, for a total of 69,591.00 shares. In addition, there have been 3 sales at an average price of $80.64 for 26,711.00 shares. Based on historical transaction data and DG's current price of $113.46, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's estimated gain on his DG holdings is $-973,919.68, reflecting a -12.18% gain to date.
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC DG ($113.46) Holding Chart
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC DG ($113.46) 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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