Cornerstone Planning Group’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Buy |
6,286
+635
| +11% | +$82.9K | 0.17% | 39 |
|
|
2025
Q1 | $504K | Buy |
+5,651
| New | +$504K | 0.12% | 43 |
|
|
2024
Q4 | – | Sell |
-12
| Closed | -$1.46K | – | 1421 |
|
|
2024
Q3 | $1.46K | Buy |
12
+7
| +140% | +$852 | ﹤0.01% | 849 |
|
|
2024
Q2 | $491 | Buy |
+5
| New | +$491 | ﹤0.01% | 1081 |
|
|
2024
Q1 | – | Sell |
-47
| Closed | -$3.6K | – | 1121 |
|
|
2023
Q4 | $3.6K | Buy |
+47
| New | +$3.6K | ﹤0.01% | 568 |
|