Clearstead Advisors’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 | $883K | Buy |
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|
2025
Q1 | $426K | Buy |
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|
2024
Q4 | $172K | Sell |
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|
2024
Q3 | $184K | Buy |
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|
2024
Q2 | $162K | Buy |
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|
2024
Q1 | $87.8K | Buy |
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|
2023
Q4 | $48.9K | Sell |
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|
2023
Q3 | $136K | Buy |
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|
2023
Q2 | $23.5K | Buy |
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|
2023
Q1 | $17.3K | Buy |
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|
2022
Q4 | $17.2K | Buy |
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|
2022
Q3 | $14K | Sell |
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|
2022
Q2 | $68K | Buy |
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|
2022
Q1 | $74K | Hold |
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|
2021
Q4 | $82K | Sell |
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|
2021
Q3 | $93K | Buy |
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|
2021
Q2 | $59K | Buy |
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|
2021
Q1 | $42K | Hold |
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|
2020
Q4 | $35K | Hold |
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|
2020
Q3 | $32K | Hold |
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|
2020
Q2 | $26K | Hold |
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|
2020
Q1 | $19K | Buy |
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