Cyndeo Wealth Partners’s Dell DELL Stock Holding History

Cyndeo Wealth Partners’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 Q3	$406K	Sell
2025 Q2	$354K	Sell
2025 Q1	$371K	Sell
2024 Q4	$534K	Buy
2024 Q3	$548K	Buy
2024 Q2	$577K	Sell
2024 Q1	$480K	Sell
2023 Q4	$332K	Buy
2023 Q3	$296K	Buy
2023 Q2	$232K	Buy