Amplius Wealth 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 | $252K | Buy |
+2,059
| New | +$252K | 0.02% | 178 |
|
|
2025
Q1 | – | Sell |
-2,214
| Closed | -$255K | – | 187 |
|
|
2024
Q4 | $255K | Sell |
2,214
-93
| -4% | -$10.7K | 0.03% | 152 |
|
|
2024
Q3 | $273K | Sell |
2,307
-60
| -3% | -$7.11K | 0.03% | 139 |
|
|
2024
Q2 | $326K | Buy |
2,367
+66
| +3% | +$9.1K | 0.04% | 123 |
|
|
2024
Q1 | $263K | Buy |
+2,301
| New | +$263K | 0.03% | 144 |
|
|
2022
Q1 | – | Sell |
-2,302
| Closed | -$129K | – | 344 |
|
|
2021
Q4 | $129K | Buy |
+2,302
| New | +$129K | 0.02% | 219 |
|