Exencial 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 | $551K | Buy |
4,498
+394
| +10% | +$48.3K | 0.02% | 356 |
|
|
2025
Q1 | $374K | Sell |
4,104
-13
| -0.3% | -$1.19K | 0.01% | 400 |
|
|
2024
Q4 | $474K | Buy |
4,117
+7
| +0.2% | +$807 | 0.02% | 364 |
|
|
2024
Q3 | $487K | Sell |
4,110
-13
| -0.3% | -$1.54K | 0.02% | 358 |
|
|
2024
Q2 | $569K | Buy |
4,123
+58
| +1% | +$8K | 0.02% | 331 |
|
|
2024
Q1 | $464K | Buy |
+4,065
| New | +$464K | 0.02% | 364 |
|