Carolinas Wealth Consulting’s Dell DELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-668
| Closed | -$60.9K | – | 220 |
|
2025
Q1 | $60.9K | Sell |
668
-101
| -13% | -$9.21K | 0.01% | 326 |
|
2024
Q4 | $88.6K | Sell |
769
-56
| -7% | -$6.45K | 0.02% | 270 |
|
2024
Q3 | $97.8K | Buy |
825
+542
| +192% | +$64.2K | 0.02% | 268 |
|
2024
Q2 | $39K | Buy |
283
+260
| +1,130% | +$35.9K | 0.01% | 399 |
|
2024
Q1 | $2.63K | Buy |
+23
| New | +$2.63K | ﹤0.01% | 750 |
|
2022
Q1 | – | Sell |
-3
| Closed | – | – | 930 |
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 971 |
|