Avantax Planning Partners’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $403K | Buy |
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|
2025
Q2 | $334K | Buy |
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|
2025
Q1 | $222K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $152K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $100K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $253K | Sell |
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|
2017
Q2 | $207K | Sell |
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|
2017
Q1 | $225K | Sell |
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|
2016
Q4 | $200K | Buy |
|