CBIZ Investment Advisory Services’s Dell DELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.56K Buy
+78
New +$9.56K ﹤0.01% 359
2025
Q1
Hold
0
625
2024
Q4
Sell
-10
Closed -$1.19K 486
2024
Q3
$1.19K Buy
+10
New +$1.19K ﹤0.01% 365