Beaumont Financial Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.35M | Buy |
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|
2025
Q2 | $1.17M | Sell |
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|
2025
Q1 | $873K | Sell |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $1.39M | Sell |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $843K | Sell |
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|
2023
Q3 | $778K | Buy |
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|
2023
Q2 | $605K | Buy |
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|
2023
Q1 | $413K | Sell |
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|
2022
Q4 | $470K | Hold |
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|
2022
Q3 | $399K | Hold |
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|
2022
Q2 | $540K | Hold |
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|
2022
Q1 | $586K | Buy |
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|
2021
Q4 | $577K | Sell |
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|
2021
Q3 | $1.07M | Hold |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $889K | Hold |
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|
2020
Q4 | $739K | Hold |
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|
2020
Q3 | $683K | Hold |
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|
2020
Q2 | $554K | Buy |
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|
2020
Q1 | $374K | Sell |
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|
2019
Q4 | $487K | Hold |
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|
2019
Q3 | $492K | Sell |
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|
2019
Q2 | $631K | Hold |
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|
2019
Q1 | $728K | Buy |
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|
2018
Q4 | $550K | Sell |
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|
2018
Q3 | $668K | Hold |
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|
2018
Q2 | $581K | Hold |
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|
2018
Q1 | $503K | Buy |
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|
2017
Q4 | $538K | Hold |
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|
2017
Q3 | $511K | Hold |
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|
2017
Q2 | $405K | Sell |
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|
2017
Q1 | $436K | Sell |
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|
2016
Q4 | $375K | Buy |
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|
2016
Q3 | $233K | Buy |
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