Advisor OS’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
8,795
+1,595
| +22% | +$196K | 0.11% | 136 |
|
|
2025
Q1 | $656K | Buy |
7,200
+954
| +15% | +$87K | 0.07% | 188 |
|
|
2024
Q4 | $720K | Buy |
6,246
+2,567
| +70% | +$296K | 0.08% | 162 |
|
|
2024
Q3 | $436K | Buy |
3,679
+1,045
| +40% | +$124K | 0.04% | 266 |
|
|
2024
Q2 | $363K | Buy |
+2,634
| New | +$363K | 0.04% | 274 |
|