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Burling Wealth Partners’s Dell DELL Stock Holding History

Burling Wealth Partners’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$892K Sell
7,272
-1,883
-21% -$231K 0.16% 99
2025
Q1 		$834K Sell
9,155
-673
-7% -$61.3K 0.18% 99
2024
Q4 		$1.13M Buy
+9,828
New +$1.13M 0.23% 91