AFT Forsyth & Company’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,080
| Closed | -$372K | – | 121 |
|
|
2025
Q1 | $372K | Buy |
4,080
+90
| +2% | +$8.2K | 0.2% | 93 |
|
|
2024
Q4 | $460K | Sell |
3,990
-600
| -13% | -$69.1K | 0.23% | 86 |
|
|
2024
Q3 | $544K | Hold |
4,590
| – | – | 0.27% | 78 |
|
|
2024
Q2 | $633K | Buy |
4,590
+1,100
| +32% | +$152K | 0.31% | 69 |
|
|
2024
Q1 | $398K | Sell |
3,490
-35
| -1% | -$3.99K | 0.23% | 95 |
|
|
2023
Q4 | $270K | Buy |
+3,525
| New | +$270K | 0.17% | 113 |
|