Dynasty 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 | $902K | Sell |
7,359
-2,779
| -27% | -$341K | 0.02% | 136 |
|
|
2025
Q1 | $924K | Buy |
10,138
+1,507
| +17% | +$137K | 0.02% | 148 |
|
|
2024
Q4 | $995K | Sell |
8,631
-219
| -2% | -$25.2K | 0.02% | 147 |
|
|
2024
Q3 | $1.05M | Sell |
8,850
-407
| -4% | -$48.2K | 0.03% | 133 |
|
|
2024
Q2 | $1.28M | Sell |
9,257
-3,624
| -28% | -$500K | 0.04% | 110 |
|
|
2024
Q1 | $1.47M | Buy |
+12,881
| New | +$1.47M | 0.05% | 89 |
|