EP Wealth Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Sell |
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|
2025
Q1 | $649K | Buy |
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|
2024
Q4 | $752K | Buy |
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|
2024
Q3 | $661K | Buy |
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|
2024
Q2 | $533K | Buy |
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|
2024
Q1 | $382K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $364K | Sell |
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|
2021
Q1 | $322K | Buy |
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|
2020
Q4 | $266K | Sell |
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|
2020
Q3 | $249K | Sell |
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|
2020
Q2 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $266K | Buy |
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|
2019
Q3 | $204K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $215K | Buy |
|