Chancellor Financial Group WB’s Dell DELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Sell
2,645
-950
-26% -$116K 0.25% 83
2025
Q1
$328K Buy
3,595
+880
+32% +$80.2K 0.27% 76
2024
Q4
$313K Buy
+2,715
New +$313K 0.25% 81