EverSource Wealth Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
2,584
+1,257
| +95% | +$154K | 0.01% | 643 |
|
|
2025
Q1 | $121K | Buy |
1,327
+891
| +204% | +$81.2K | 0.01% | 842 |
|
|
2024
Q4 | $50.2K | Sell |
436
-246
| -36% | -$28.4K | ﹤0.01% | 1187 |
|
|
2024
Q3 | $80.8K | Buy |
682
+254
| +59% | +$30.1K | 0.01% | 871 |
|
|
2024
Q2 | $48.7K | Buy |
428
+211
| +97% | +$24K | ﹤0.01% | 1103 |
|
|
2024
Q1 | $27K | Buy |
217
+4
| +2% | +$499 | ﹤0.01% | 1223 |
|
|
2023
Q4 | $16.3K | Sell |
213
-108
| -34% | -$8.26K | ﹤0.01% | 1333 |
|
|
2023
Q3 | $22.1K | Hold |
321
| – | – | ﹤0.01% | 1089 |
|
|
2023
Q2 | $17.4K | Sell |
321
-324
| -50% | -$17.5K | ﹤0.01% | 1211 |
|
|
2023
Q1 | $25.9K | Buy |
645
+126
| +24% | +$5.07K | ﹤0.01% | 992 |
|
|
2022
Q4 | $20.9K | Buy |
519
+497
| +2,259% | +$20K | ﹤0.01% | 1056 |
|
|
2022
Q3 | $1K | Sell |
22
-59
| -73% | -$2.68K | ﹤0.01% | 1798 |
|
|
2022
Q2 | $4K | Sell |
81
-102
| -56% | -$5.04K | ﹤0.01% | 1315 |
|
|
2022
Q1 | $9K | Buy |
183
+64
| +54% | +$3.15K | ﹤0.01% | 1004 |
|
|
2021
Q4 | $6K | Buy |
+119
| New | +$6K | ﹤0.01% | 1172 |
|