Beaton Management Company’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
+2,143
| New | +$263K | 0.13% | 118 |
|
|
2025
Q1 | – | Sell |
-2,150
| Closed | -$248K | – | 140 |
|
|
2024
Q4 | $248K | Buy |
2,150
+75
| +4% | +$8.65K | 0.13% | 123 |
|
|
2024
Q3 | $246K | Buy |
2,075
+493
| +31% | +$58.4K | 0.12% | 125 |
|
|
2024
Q2 | $218K | Buy |
+1,582
| New | +$218K | 0.12% | 126 |
|