Avantax Advisory Services’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
18,367
-6,243
| -25% | -$765K | 0.01% | 743 |
|
|
2025
Q1 | $2.24M | Buy |
24,610
+11,982
| +95% | +$1.09M | 0.01% | 691 |
|
|
2024
Q4 | $1.46M | Sell |
12,628
-1,759
| -12% | -$203K | 0.01% | 877 |
|
|
2024
Q3 | $1.71M | Buy |
14,387
+562
| +4% | +$66.6K | 0.01% | 776 |
|
|
2024
Q2 | $1.91M | Buy |
13,825
+7,312
| +112% | +$1.01M | 0.01% | 679 |
|
|
2024
Q1 | $743K | Buy |
6,513
+1,520
| +30% | +$173K | 0.01% | 871 |
|
|
2023
Q4 | $382K | Buy |
4,993
+688
| +16% | +$52.6K | ﹤0.01% | 1114 |
|
|
2023
Q3 | $297K | Sell |
4,305
-2,540
| -37% | -$175K | ﹤0.01% | 1205 |
|
|
2023
Q2 | $370K | Buy |
6,845
+1,352
| +25% | +$73.2K | ﹤0.01% | 1076 |
|
|
2023
Q1 | $221K | Buy |
+5,493
| New | +$221K | ﹤0.01% | 1312 |
|
|
2021
Q4 | – | Sell |
-4,246
| Closed | -$223K | – | 1251 |
|
|
2021
Q3 | $223K | Sell |
4,246
-114
| -3% | -$5.99K | ﹤0.01% | 1062 |
|
|
2021
Q2 | $221K | Buy |
+4,360
| New | +$221K | ﹤0.01% | 1031 |
|
|
2020
Q4 | – | Sell |
-8,790
| Closed | -$302K | – | 1027 |
|
|
2020
Q3 | $302K | Buy |
+8,790
| New | +$302K | ﹤0.01% | 1018 |
|