Avantax Planning Partners’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
2,726
+293
| +12% | +$35.9K | 0.01% | 335 |
|
|
2025
Q1 | $222K | Buy |
+2,433
| New | +$222K | 0.01% | 390 |
|
|
2018
Q4 | – | Sell |
-5,591
| Closed | -$152K | – | 488 |
|
|
2018
Q3 | $152K | Buy |
+5,591
| New | +$152K | 0.01% | 271 |
|
|
2018
Q2 | – | Sell |
-4,867
| Closed | -$100K | – | 516 |
|
|
2018
Q1 | $100K | Buy |
+4,867
| New | +$100K | 0.01% | 406 |
|
|
2017
Q4 | – | Sell |
-11,659
| Closed | -$253K | – | 320 |
|
|
2017
Q3 | $253K | Sell |
11,659
-431
| -4% | -$9.35K | 0.02% | 317 |
|
|
2017
Q2 | $207K | Sell |
12,090
-403
| -3% | -$6.9K | 0.02% | 322 |
|
|
2017
Q1 | $225K | Sell |
12,493
-491
| -4% | -$8.84K | 0.02% | 295 |
|
|
2016
Q4 | $200K | Buy |
+12,984
| New | +$200K | 0.02% | 297 |
|