Beacon Financial Group’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Sell |
3,011
-361
| -11% | -$44.3K | 0.04% | 265 |
|
|
2025
Q1 | $307K | Sell |
3,372
-560
| -14% | -$51K | 0.03% | 276 |
|
|
2024
Q4 | $453K | Sell |
3,932
-77
| -2% | -$8.87K | 0.05% | 233 |
|
|
2024
Q3 | $475K | Buy |
4,009
+590
| +17% | +$69.9K | 0.05% | 223 |
|
|
2024
Q2 | $472K | Buy |
+3,419
| New | +$472K | 0.05% | 214 |
|