Evercore Wealth Management’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 | $706K | Sell |
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|
2025
Q1 | $1.46M | Hold |
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|
2024
Q4 | $1.84M | Hold |
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|
2024
Q3 | $1.9M | Buy |
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|
2024
Q2 | $2.18M | Sell |
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|
2024
Q1 | $2.01M | Hold |
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|
2023
Q4 | $1.35M | Sell |
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|
2023
Q3 | $1.22M | Sell |
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|
2023
Q2 | $962K | Buy |
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|
2023
Q1 | $626K | Buy |
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|
2022
Q4 | $623K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $456K | Buy |
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|
2018
Q2 | $208K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $52K | Hold |
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|
2017
Q3 | $49K | Sell |
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|
2017
Q2 | $41K | Sell |
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|
2017
Q1 | $97K | Sell |
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|
2016
Q4 | $135K | Sell |
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|
2016
Q3 | $145K | Buy |
|