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 |
|