AWM
Affinity Wealth Management’s Dell DELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Buy |
3,595
+38
| +1% | +$4.66K | 0.07% | 61 |
|
|
2025
Q1 | $324K | Buy |
3,557
+19
| +0.5% | +$1.73K | 0.06% | 71 |
|
|
2024
Q4 | $408K | Sell |
3,538
-22
| -0.6% | -$2.54K | 0.07% | 66 |
|
|
2024
Q3 | $422K | Buy |
3,560
+87
| +3% | +$10.3K | 0.07% | 66 |
|
|
2024
Q2 | $479K | Buy |
3,473
+5
| +0.1% | +$690 | 0.09% | 59 |
|
|
2024
Q1 | $396K | Hold |
3,468
| – | – | 0.07% | 66 |
|
|
2023
Q4 | $265K | Buy |
+3,468
| New | +$265K | 0.05% | 87 |
|