Caldwell Trust’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 | $48.2K | Hold |
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|
2025
Q2 | $41.7K | Hold |
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|
2025
Q1 | $31K | Hold |
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|
2024
Q4 | $39.2K | Hold |
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|
2024
Q3 | $40.3K | Hold |
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|
2024
Q2 | $46.9K | Hold |
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|
2024
Q1 | $38.8K | Buy |
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|
2023
Q4 | $24.6K | Hold |
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|
2023
Q3 | $22.1K | Hold |
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|
2023
Q2 | $17.4K | Hold |
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|
2023
Q1 | $12.9K | Hold |
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|
2022
Q4 | $12.9K | Hold |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $14.8K | Hold |
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|
2022
Q1 | $16.1K | Hold |
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|
2021
Q4 | $18K | Sell |
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|
2021
Q3 | $33.4K | Hold |
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|
2021
Q2 | $32K | Hold |
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|
2021
Q1 | $28.3K | Hold |
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|
2020
Q4 | $23.5K | Hold |
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|
2020
Q3 | $21.7K | Hold |
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|
2020
Q2 | $17.6K | Hold |
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|
2020
Q1 | $12.7K | Hold |
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|
2019
Q4 | $16.5K | Buy |
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