CarsonAllaria Wealth Management’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.7K | Sell |
201
-2
| -1% | -$246 | 0.01% | 177 |
|
|
2025
Q1 | $18.6K | Hold |
203
| – | – | 0.01% | 200 |
|
|
2024
Q4 | $23.4K | Hold |
203
| – | – | 0.01% | 184 |
|
|
2024
Q3 | $24.1K | Hold |
203
| – | – | 0.01% | 190 |
|
|
2024
Q2 | $28K | Buy |
203
+49
| +32% | +$6.76K | 0.02% | 161 |
|
|
2024
Q1 | $17.7K | Buy |
154
+118
| +328% | +$13.6K | 0.01% | 202 |
|
|
2023
Q4 | $2.82K | Hold |
36
| – | – | ﹤0.01% | 286 |
|
|
2023
Q3 | $2.52K | Hold |
36
| – | – | ﹤0.01% | 292 |
|
|
2023
Q2 | $1.97K | Hold |
36
| – | – | ﹤0.01% | 317 |
|
|
2023
Q1 | $1.45K | Buy |
36
+1
| +3% | +$40 | ﹤0.01% | 315 |
|
|
2022
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 310 |
|
|
2022
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 307 |
|
|
2022
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 279 |
|
|
2022
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 300 |
|
|
2021
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 313 |
|