Cyndeo Wealth Partners’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
2,884
-1,190
| -29% | -$146K | 0.02% | 357 |
|
|
2025
Q1 | $371K | Sell |
4,074
-562
| -12% | -$51.2K | 0.02% | 332 |
|
|
2024
Q4 | $534K | Buy |
4,636
+10
| +0.2% | +$1.15K | 0.04% | 287 |
|
|
2024
Q3 | $548K | Buy |
4,626
+443
| +11% | +$52.5K | 0.04% | 284 |
|
|
2024
Q2 | $577K | Sell |
4,183
-23
| -0.5% | -$3.17K | 0.05% | 261 |
|
|
2024
Q1 | $480K | Sell |
4,206
-134
| -3% | -$15.3K | 0.04% | 264 |
|
|
2023
Q4 | $332K | Buy |
4,340
+47
| +1% | +$3.6K | 0.03% | 296 |
|
|
2023
Q3 | $296K | Buy |
4,293
+9
| +0.2% | +$620 | 0.03% | 276 |
|
|
2023
Q2 | $232K | Buy |
+4,284
| New | +$232K | 0.02% | 294 |
|