Heritage Wealth Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.4K | Hold |
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|
2025
Q1 | $27.8K | Hold |
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|
2024
Q4 | $35.1K | Hold |
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|
2024
Q3 | $36.2K | Buy |
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|
2024
Q2 | $39.3K | Hold |
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|
2024
Q1 | $32.5K | Hold |
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|
2023
Q4 | $21.8K | Hold |
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|
2023
Q3 | $19.6K | Hold |
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|
2023
Q2 | $15.4K | Hold |
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|
2023
Q1 | $11.5K | Hold |
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|
2022
Q4 | $11.5K | Hold |
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|
2022
Q3 | $9.74K | Hold |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $14K | Hold |
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|
2021
Q4 | $16K | Sell |
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|
2021
Q3 | $29.7K | Hold |
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|
2021
Q2 | $28.4K | Hold |
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|
2021
Q1 | $25.1K | Hold |
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|
2020
Q4 | $21K | Hold |
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|
2020
Q3 | $19.3K | Hold |
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|
2020
Q2 | $15.7K | Hold |
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|
2020
Q1 | $11.3K | Hold |
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|
2019
Q4 | $14.6K | Hold |
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|
2019
Q3 | $14K | Buy |
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