Axxcess Wealth Management’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
+3,570
| New | +$438K | 0.01% | 627 |
|
|
2025
Q1 | – | Sell |
-3,105
| Closed | -$358K | – | 864 |
|
|
2024
Q4 | $358K | Buy |
3,105
+198
| +7% | +$22.8K | 0.01% | 625 |
|
|
2024
Q3 | $345K | Buy |
+2,907
| New | +$345K | 0.01% | 649 |
|
|
2024
Q2 | – | Sell |
-1,993
| Closed | -$227K | – | 868 |
|
|
2024
Q1 | $227K | Buy |
+1,993
| New | +$227K | 0.01% | 765 |
|