Beverly Hills Private Wealth’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
3,634
+362
| +11% | +$44.4K | 0.08% | 192 |
|
|
2025
Q1 | $298K | Sell |
3,272
-1,840
| -36% | -$168K | 0.06% | 267 |
|
|
2024
Q4 | $589K | Buy |
5,112
+1,652
| +48% | +$190K | 0.12% | 154 |
|
|
2024
Q3 | $410K | Sell |
3,460
-729
| -17% | -$86.4K | 0.08% | 212 |
|
|
2024
Q2 | $578K | Sell |
4,189
-407
| -9% | -$56.1K | 0.13% | 169 |
|
|
2024
Q1 | $524K | Sell |
4,596
-299
| -6% | -$34.1K | 0.12% | 186 |
|
|
2023
Q4 | $374K | Sell |
4,895
-211
| -4% | -$16.1K | 0.1% | 217 |
|
|
2023
Q3 | $352K | Sell |
5,106
-5,501
| -52% | -$379K | 0.1% | 207 |
|
|
2023
Q2 | $565K | Buy |
10,607
+5,326
| +101% | +$284K | 0.09% | 217 |
|
|
2023
Q1 | $212K | Buy |
+5,281
| New | +$212K | 0.07% | 254 |
|