HWA
HCR Wealth Advisors’s Dell DELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Sell |
17,254
-269
| -2% | -$33K | 0.25% | 64 |
|
|
2025
Q1 | $1.6M | Buy |
17,523
+2,176
| +14% | +$198K | 0.21% | 74 |
|
|
2024
Q4 | $1.77M | Buy |
15,347
+425
| +3% | +$49K | 0.22% | 70 |
|
|
2024
Q3 | $1.77M | Buy |
14,922
+2,843
| +24% | +$337K | 0.23% | 66 |
|
|
2024
Q2 | $1.67M | Buy |
12,079
+9,749
| +418% | +$1.34M | 0.24% | 66 |
|
|
2024
Q1 | $266K | Buy |
+2,330
| New | +$266K | 0.04% | 182 |
|