AIMZ Investment Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
+1,998
| New | +$245K | 0.08% | 114 |
|
|
2025
Q1 | – | Sell |
-2,056
| Closed | -$237K | – | 126 |
|
|
2024
Q4 | $237K | Sell |
2,056
-28
| -1% | -$3.23K | 0.08% | 114 |
|
|
2024
Q3 | $247K | Sell |
2,084
-47
| -2% | -$5.57K | 0.08% | 112 |
|
|
2024
Q2 | $294K | Sell |
2,131
-59
| -3% | -$8.14K | 0.11% | 101 |
|
|
2024
Q1 | $250K | Buy |
+2,190
| New | +$250K | 0.09% | 109 |
|
|
2022
Q1 | – | Sell |
-3,650
| Closed | -$205K | – | 117 |
|
|
2021
Q4 | $205K | Sell |
3,650
-2,750
| -43% | -$154K | 0.08% | 115 |
|
|
2021
Q3 | $338K | Hold |
6,400
| – | – | 0.15% | 94 |
|
|
2021
Q2 | $323K | Hold |
6,400
| – | – | 0.14% | 98 |
|
|
2021
Q1 | $286K | Hold |
6,400
| – | – | 0.14% | 97 |
|
|
2020
Q4 | $238K | Hold |
6,400
| – | – | 0.12% | 98 |
|
|
2020
Q3 | $220K | Buy |
+6,400
| New | +$220K | 0.13% | 92 |
|
|
2019
Q2 | – | Sell |
-6,805
| Closed | -$202K | – | 100 |
|
|
2019
Q1 | $202K | Buy |
+6,805
| New | +$202K | 0.14% | 95 |
|
|
2018
Q4 | – | Sell |
-7,568
| Closed | -$206K | – | 98 |
|
|
2018
Q3 | $206K | Buy |
+7,568
| New | +$206K | 0.13% | 99 |
|