Choate Investment Advisors’s Dell DELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$241K	Buy	+1,967	New	+$241K	0.01%	370
2025 Q1	–	Sell	-2,461	Closed	-$284K	–	400
2024 Q4	$284K	Buy	2,461 +742	+43%	+$85.5K	0.01%	341
2024 Q3	$204K	Sell	1,719 -118	-6%	-$14K	0.01%	374
2024 Q2	$253K	Buy	+1,837	New	+$253K	0.01%	329