Concord 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 | $361K | Sell |
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|
2025
Q1 | $318K | Sell |
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|
2024
Q4 | $405K | Buy |
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|
2024
Q3 | $137K | Buy |
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|
2024
Q2 | $20.5K | Hold |
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|
2024
Q1 | $17K | Hold |
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|
2023
Q4 | $11.4K | Hold |
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|
2023
Q3 | $10.3K | Hold |
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|
2023
Q2 | $8.06K | Hold |
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|
2023
Q1 | $5.99K | Hold |
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|
2022
Q4 | $5.99K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $8K | Sell |
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|
2022
Q1 | $54K | Buy |
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|
2021
Q4 | $55K | Buy |
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|
2021
Q3 | $24K | Sell |
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|
2021
Q2 | $88K | Buy |
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|
2021
Q1 | $61K | Buy |
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