Forum Financial Management’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
2,107
-414
| -16% | -$50.8K | ﹤0.01% | 757 |
|
|
2025
Q1 | $230K | Buy |
2,521
+44
| +2% | +$4.01K | ﹤0.01% | 746 |
|
|
2024
Q4 | $285K | Buy |
2,477
+224
| +10% | +$25.8K | ﹤0.01% | 645 |
|
|
2024
Q3 | $267K | Buy |
2,253
+40
| +2% | +$4.74K | ﹤0.01% | 572 |
|
|
2024
Q2 | $305K | Buy |
2,213
+36
| +2% | +$4.97K | 0.01% | 470 |
|
|
2024
Q1 | $248K | Buy |
+2,177
| New | +$248K | ﹤0.01% | 590 |
|