GeoWealth 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 | $775K | Sell |
6,324
-2,151
| -25% | -$264K | 0.03% | 307 |
|
|
2025
Q1 | $773K | Sell |
8,475
-179
| -2% | -$16.3K | 0.03% | 327 |
|
|
2024
Q4 | $997K | Buy |
8,654
+2,849
| +49% | +$328K | 0.03% | 296 |
|
|
2024
Q3 | $688K | Buy |
5,805
+367
| +7% | +$43.5K | 0.02% | 396 |
|
|
2024
Q2 | $750K | Sell |
5,438
-3,989
| -42% | -$550K | 0.03% | 330 |
|
|
2024
Q1 | $1.08M | Buy |
9,427
+2,098
| +29% | +$239K | 0.04% | 276 |
|
|
2023
Q4 | $560K | Buy |
7,329
+6,467
| +750% | +$494K | 0.05% | 312 |
|
|
2023
Q3 | $59K | Buy |
862
+521
| +153% | +$35.7K | 0.01% | 382 |
|
|
2023
Q2 | $18K | Buy |
+341
| New | +$18K | ﹤0.01% | 383 |
|