EFS
Essex Financial Services’s Dell DELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $856K | Buy |
6,983
+2,006
| +40% | +$246K | 0.06% | 292 |
|
|
2025
Q1 | $454K | Buy |
4,977
+383
| +8% | +$34.9K | 0.03% | 404 |
|
|
2024
Q4 | $529K | Buy |
4,594
+1,726
| +60% | +$199K | 0.04% | 368 |
|
|
2024
Q3 | $345K | Buy |
2,868
+33
| +1% | +$3.97K | 0.02% | 454 |
|
|
2024
Q2 | $259K | Buy |
2,835
+802
| +39% | +$73.4K | 0.02% | 522 |
|
|
2024
Q1 | $232K | Buy |
+2,033
| New | +$232K | 0.02% | 475 |
|
|
2021
Q4 | – | Sell |
-2,160
| Closed | -$225K | – | 502 |
|
|
2021
Q3 | $225K | Hold |
2,160
| – | – | 0.03% | 413 |
|
|
2021
Q2 | $215K | Buy |
+2,160
| New | +$215K | 0.03% | 419 |
|