Center for Financial Planning’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.3K | Hold |
345
| – | – | ﹤0.01% | 315 |
|
|
2025
Q1 | $31.4K | Hold |
345
| – | – | ﹤0.01% | 339 |
|
|
2024
Q4 | $39.8K | Buy |
345
+111
| +47% | +$12.8K | 0.01% | 293 |
|
|
2024
Q3 | $27.7K | Sell |
234
-250
| -52% | -$29.6K | ﹤0.01% | 308 |
|
|
2024
Q2 | $66.7K | Hold |
484
| – | – | 0.01% | 209 |
|
|
2024
Q1 | $55.2K | Buy |
484
+176
| +57% | +$20.1K | 0.01% | 224 |
|
|
2023
Q4 | $23.6K | Hold |
308
| – | – | ﹤0.01% | 297 |
|
|
2023
Q3 | $21.2K | Hold |
308
| – | – | ﹤0.01% | 299 |
|
|
2023
Q2 | $16.7K | Hold |
308
| – | – | ﹤0.01% | 330 |
|
|
2023
Q1 | $12.4K | Hold |
308
| – | – | ﹤0.01% | 336 |
|
|
2022
Q4 | $12.4K | Hold |
308
| – | – | ﹤0.01% | 334 |
|
|
2022
Q3 | $11K | Hold |
308
| – | – | ﹤0.01% | 344 |
|
|
2022
Q2 | $14K | Hold |
308
| – | – | ﹤0.01% | 327 |
|
|
2022
Q1 | $15K | Buy |
308
+19
| +7% | +$925 | ﹤0.01% | 335 |
|
|
2021
Q4 | $16K | Sell |
289
-281
| -49% | -$15.6K | ﹤0.01% | 330 |
|
|
2021
Q3 | $30K | Hold |
570
| – | – | 0.01% | 268 |
|
|
2021
Q2 | $29K | Hold |
570
| – | – | 0.01% | 272 |
|
|
2021
Q1 | $25K | Hold |
570
| – | – | 0.01% | 281 |
|
|
2020
Q4 | $21K | Buy |
570
+493
| +640% | +$18.2K | 0.01% | 276 |
|
|
2020
Q3 | $3K | Hold |
77
| – | – | ﹤0.01% | 384 |
|
|
2020
Q2 | $2K | Sell |
77
-927
| -92% | -$24.1K | ﹤0.01% | 407 |
|
|
2020
Q1 | $20K | Hold |
1,004
| – | – | 0.01% | 256 |
|
|
2019
Q4 | $26K | Buy |
+1,004
| New | +$26K | 0.01% | 237 |
|