Beverly Hills Private Wealth’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 | $585K | Buy |
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|
2025
Q2 | $446K | Buy |
|
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|
2025
Q1 | $298K | Sell |
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|
2024
Q4 | $589K | Buy |
|
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|
2024
Q3 | $410K | Sell |
|
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|
2024
Q2 | $578K | Sell |
|
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|
2024
Q1 | $524K | Sell |
|
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|
2023
Q4 | $374K | Sell |
|
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|
2023
Q3 | $352K | Sell |
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|
2023
Q2 | $565K | Buy |
|
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|
2023
Q1 | $212K | Buy |
|