Arkadios 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 | $5.07M | Buy |
41,380
+14,428
| +54% | +$1.77M | 0.15% | 153 |
|
|
2025
Q1 | $2.46M | Buy |
26,952
+12,248
| +83% | +$1.12M | 0.09% | 241 |
|
|
2024
Q4 | $1.69M | Buy |
14,704
+1,583
| +12% | +$182K | 0.09% | 212 |
|
|
2024
Q3 | $1.56M | Buy |
13,121
+10,784
| +461% | +$1.28M | 0.09% | 227 |
|
|
2024
Q2 | $322K | Buy |
2,337
+572
| +32% | +$78.9K | 0.02% | 612 |
|
|
2024
Q1 | $201K | Buy |
+1,765
| New | +$201K | 0.02% | 654 |
|
|
2021
Q4 | – | Sell |
-1,496
| Closed | -$78K | – | 839 |
|
|
2021
Q3 | $78K | Buy |
1,496
+1,320
| +750% | +$68.8K | 0.01% | 751 |
|
|
2021
Q2 | $8K | Buy |
176
+20
| +13% | +$909 | ﹤0.01% | 1584 |
|
|
2021
Q1 | $7K | Hold |
156
| – | – | ﹤0.01% | 1276 |
|
|
2020
Q4 | $5K | Buy |
156
+136
| +680% | +$4.36K | ﹤0.01% | 1111 |
|
|
2020
Q3 | $736 | Buy |
+20
| New | +$736 | ﹤0.01% | 975 |
|
|
2020
Q2 | – | Sell |
-41
| Closed | -$831 | – | 984 |
|
|
2020
Q1 | $831 | Hold |
41
| – | – | ﹤0.01% | 980 |
|
|
2019
Q4 | $1.1K | Buy |
+41
| New | +$1.1K | ﹤0.01% | 876 |
|