B. Riley Wealth Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
+14,326
| New | +$1.76M | 0.08% | 226 |
|
|
2024
Q4 | $2.58M | Buy |
22,422
+344
| +2% | +$39.6K | 0.08% | 235 |
|
|
2024
Q3 | $2.6M | Sell |
22,078
-2,292
| -9% | -$270K | 0.07% | 267 |
|
|
2024
Q2 | $3.36M | Buy |
24,370
+11,145
| +84% | +$1.54M | 0.09% | 222 |
|
|
2024
Q1 | $911K | Sell |
13,225
-13,260
| -50% | -$914K | 0.02% | 553 |
|
|
2023
Q4 | $2.03M | Buy |
26,485
+13,260
| +100% | +$1.01M | 0.05% | 353 |
|
|
2023
Q3 | $911K | Buy |
13,225
+3,248
| +33% | +$224K | 0.02% | 553 |
|
|
2023
Q2 | $540K | Sell |
9,977
-7,437
| -43% | -$402K | 0.01% | 813 |
|
|
2023
Q1 | $700K | Buy |
17,414
+773
| +5% | +$31.1K | 0.02% | 679 |
|
|
2022
Q4 | $669K | Buy |
16,641
+201
| +1% | +$8.08K | 0.02% | 679 |
|
|
2022
Q3 | $563K | Buy |
16,440
+11,155
| +211% | +$382K | 0.02% | 703 |
|
|
2022
Q2 | $245K | Buy |
5,285
+698
| +15% | +$32.4K | 0.01% | 961 |
|
|
2022
Q1 | $231K | Buy |
4,587
+146
| +3% | +$7.35K | 0.01% | 1143 |
|
|
2021
Q4 | $250K | Sell |
4,441
-4,363
| -50% | -$246K | 0.01% | 1159 |
|
|
2021
Q3 | $465K | Sell |
8,804
-451
| -5% | -$23.8K | 0.01% | 810 |
|
|
2021
Q2 | $468K | Buy |
9,255
+219
| +2% | +$11.1K | 0.02% | 799 |
|
|
2021
Q1 | $404K | Buy |
+9,036
| New | +$404K | 0.01% | 842 |
|