CWP
CFM Wealth Partners’s Dell DELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Sell |
3,080
-19
| -0.6% | -$2.33K | 0.06% | 105 |
|
|
2025
Q1 | $282K | Buy |
3,099
+300
| +11% | +$27.3K | 0.05% | 117 |
|
|
2024
Q4 | $323K | Hold |
2,799
| – | – | 0.05% | 113 |
|
|
2024
Q3 | $332K | Sell |
2,799
-466
| -14% | -$55.2K | 0.06% | 116 |
|
|
2024
Q2 | $450K | Buy |
3,265
+454
| +16% | +$62.6K | 0.08% | 103 |
|
|
2024
Q1 | $321K | Hold |
2,811
| – | – | 0.06% | 127 |
|
|
2023
Q4 | $215K | Buy |
+2,811
| New | +$215K | 0.05% | 154 |
|
|
2021
Q4 | – | Sell |
-3,211
| Closed | -$334K | – | 184 |
|
|
2021
Q3 | $334K | Buy |
3,211
+400
| +14% | +$41.6K | 0.08% | 137 |
|
|
2021
Q2 | $280K | Sell |
2,811
-600
| -18% | -$59.8K | 0.07% | 139 |
|
|
2021
Q1 | $301K | Sell |
3,411
-67
| -2% | -$5.91K | 0.09% | 126 |
|
|
2020
Q4 | $255K | Hold |
3,478
| – | – | 0.08% | 135 |
|
|
2020
Q3 | $235K | Sell |
3,478
-136
| -4% | -$9.19K | 0.09% | 129 |
|
|
2020
Q2 | $198K | Sell |
3,614
-160
| -4% | -$8.77K | 0.08% | 144 |
|
|
2020
Q1 | $149K | Hold |
3,774
| – | – | 0.07% | 163 |
|
|
2019
Q4 | $194K | Buy |
+3,774
| New | +$194K | 0.07% | 147 |
|