HB Wealth 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 | $852K | Sell |
6,950
-837
| -11% | -$103K | 0.01% | 567 |
|
|
2025
Q1 | $710K | Sell |
7,787
-10,123
| -57% | -$923K | 0.01% | 637 |
|
|
2024
Q4 | $2.06M | Sell |
17,910
-850
| -5% | -$97.9K | 0.02% | 278 |
|
|
2024
Q3 | $2.22M | Buy |
18,760
+2,845
| +18% | +$337K | 0.02% | 262 |
|
|
2024
Q2 | $2.19M | Buy |
15,915
+12,729
| +400% | +$1.76M | 0.03% | 249 |
|
|
2024
Q1 | $364K | Sell |
3,186
-23
| -0.7% | -$2.63K | ﹤0.01% | 590 |
|
|
2023
Q4 | $246K | Buy |
3,209
+44
| +1% | +$3.37K | ﹤0.01% | 678 |
|
|
2023
Q3 | $218K | Buy |
+3,165
| New | +$218K | ﹤0.01% | 678 |
|