AWM
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Affinity Wealth Management’s Dell DELL Stock Holding History

Affinity Wealth Management’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$582K Hold
3,549
– – 0.09% 52
2025
Q4 		$447K Sell
3,549
-46
-1% -$6.48K 0.06% 62
2025
Q3 		$510K Hold
3,595
– – 0.07% 58
2025
Q2 		$441K Buy
3,595
+38
+1% +$3.88K 0.07% 61
2025
Q1 		$324K Buy
3,557
+19
+0.5% +$2.01K 0.06% 71
2024
Q4 		$408K Sell
3,538
-22
-0.6% -$2.76K 0.07% 66
2024
Q3 		$422K Buy
3,560
+87
+3% +$10.1K 0.07% 66
2024
Q2 		$479K Buy
3,473
+5
+0.1% +$670 0.09% 59
2024
Q1 		$396K Hold
3,468
– – 0.07% 66
2023
Q4 		$265K Buy
+3,468
New +$245K 0.05% 87

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