Atria Wealth Solutions’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
18,352
-11
| -0.1% | -$1.35K | 0.05% | 385 |
|
|
2025
Q1 | $1.67M | Buy |
18,363
+3,970
| +28% | +$362K | 0.02% | 691 |
|
|
2024
Q4 | $1.66M | Buy |
14,393
+1,228
| +9% | +$142K | 0.02% | 706 |
|
|
2024
Q3 | $1.56M | Buy |
13,165
+3,178
| +32% | +$377K | 0.02% | 728 |
|
|
2024
Q2 | $1.38M | Buy |
9,987
+4,841
| +94% | +$668K | 0.02% | 761 |
|
|
2024
Q1 | $587K | Buy |
5,146
+1,298
| +34% | +$148K | 0.01% | 1184 |
|
|
2023
Q4 | $294K | Sell |
3,848
-202
| -5% | -$15.5K | ﹤0.01% | 1506 |
|
|
2023
Q3 | $279K | Sell |
4,050
-280
| -6% | -$19.3K | ﹤0.01% | 1453 |
|
|
2023
Q2 | $234K | Buy |
+4,330
| New | +$234K | ﹤0.01% | 1593 |
|
|
2022
Q3 | – | Sell |
-4,619
| Closed | -$213K | – | 1761 |
|
|
2022
Q2 | $213K | Buy |
4,619
+81
| +2% | +$3.74K | ﹤0.01% | 1390 |
|
|
2022
Q1 | $228K | Buy |
+4,538
| New | +$228K | ﹤0.01% | 1492 |
|