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1858 Wealth Management’s Dell DELL Stock Holding History

1858 Wealth Management’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$561K Buy
4,577
+1,603
+54% +$197K 0.41% 52
2025
Q1 		$271K Sell
2,974
-10,599
-78% -$966K 0.23% 87
2024
Q4 		$1.56M Buy
13,573
+9,911
+271% +$1.14M 1.24% 23
2024
Q3 		$434K Buy
+3,662
New +$434K 0.36% 69