CFM Wealth Partners’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Sell |
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|
2025
Q1 | $282K | Buy |
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|
2024
Q4 | $323K | Hold |
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|
2024
Q3 | $332K | Sell |
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|
2024
Q2 | $450K | Buy |
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|
2024
Q1 | $321K | Hold |
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|
2023
Q4 | $215K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $334K | Buy |
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|
2021
Q2 | $280K | Sell |
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|
2021
Q1 | $301K | Sell |
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|
2020
Q4 | $255K | Hold |
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|
2020
Q3 | $235K | Sell |
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|
2020
Q2 | $198K | Sell |
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|
2020
Q1 | $149K | Hold |
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|
2019
Q4 | $194K | Buy |
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