Congress Wealth Management’s Dell DELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.8M Buy
250,914
+27,655
+12% +$3.39M 0.3% 79
2025
Q1
$20.4M Buy
223,259
+18,984
+9% +$1.73M 0.24% 104
2024
Q4
$23.5M Buy
204,275
+199,325
+4,027% +$23M 0.32% 79
2024
Q3
$587K Buy
4,950
+6
+0.1% +$711 0.01% 607
2024
Q2
$682K Buy
4,944
+331
+7% +$45.6K 0.01% 490
2024
Q1
$526K Buy
+4,613
New +$526K 0.01% 445
2022
Q2
Sell
-4,272
Closed -$214K 562
2022
Q1
$214K Sell
4,272
-398
-9% -$19.9K ﹤0.01% 568
2021
Q4
$262K Buy
+4,670
New +$262K 0.01% 556