Fiduciary Family Office’s Dell DELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $514K | Sell |
4,195
-4,097
| -49% | -$502K | 0.17% | 120 |
|
2025
Q1 | $756K | Buy |
+8,292
| New | +$756K | 0.25% | 88 |
|
2024
Q4 | – | Sell |
-9,644
| Closed | -$1.14M | – | 113 |
|
2024
Q3 | $1.14M | Sell |
9,644
-545
| -5% | -$64.6K | 0.38% | 57 |
|
2024
Q2 | $1.41M | Buy |
10,189
+2,141
| +27% | +$295K | 0.55% | 40 |
|
2024
Q1 | $918K | Buy |
8,048
+3,774
| +88% | +$431K | 0.36% | 78 |
|
2023
Q4 | $327K | Buy |
+4,274
| New | +$327K | 0.14% | 153 |
|