Envestnet Portfolio Solutions’s Dell DELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.89M Sell
15,443
-519
-3% -$63.6K 0.01% 579
2025
Q1
$1.45M Sell
15,962
-803
-5% -$73.2K 0.01% 687
2024
Q4
$1.93M Buy
16,765
+8,113
+94% +$935K 0.01% 675
2024
Q3
$1.03M Buy
8,652
+1,296
+18% +$154K ﹤0.01% 883
2024
Q2
$1.01M Sell
7,356
-862
-10% -$119K ﹤0.01% 852
2024
Q1
$938K Sell
8,218
-238
-3% -$27.2K ﹤0.01% 861
2023
Q4
$647K Buy
8,456
+506
+6% +$38.7K ﹤0.01% 938
2023
Q3
$548K Buy
+7,950
New +$548K ﹤0.01% 948