BWAM
Boyd Watterson Asset Management’s Dell DELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Sell |
4,655
-4,732
| -50% | -$580K | 0.18% | 91 |
|
|
2025
Q1 | $856K | Buy |
9,387
+5,500
| +141% | +$501K | 0.27% | 69 |
|
|
2024
Q4 | $448K | Buy |
3,887
+579
| +18% | +$66.7K | 0.12% | 102 |
|
|
2024
Q3 | $392K | Buy |
+3,308
| New | +$392K | 0.11% | 104 |
|