Avantax Advisory Services’s Dell DELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.25M Sell
2025
Q1
$2.24M Buy
2024
Q4
$1.46M Sell
2024
Q3
$1.71M Buy
2024
Q2
$1.91M Buy
2024
Q1
$743K Buy
2023
Q4
$382K Buy
2023
Q3
$297K Sell
2023
Q2
$370K Buy
2023
Q1
$221K Buy
2021
Q4
Sell
2021
Q3
$223K Sell
2021
Q2
$221K Buy
2020
Q4
Sell
2020
Q3
$302K Buy