Confluence Wealth Services’s Dell DELL Stock Holding History

Confluence Wealth Services’s Portfolio DELL Stock Details DELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$294K	Hold
2025 Q1	$214K	Hold
2024 Q4	$274K	Buy
2024 Q3	$282K	Sell
2024 Q2	$370K	Buy
2024 Q1	$272K	Buy
2022 Q1	–	Sell
2021 Q4	$10K	Buy