Heritage Wealth Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.4K | Hold |
305
| – | – | ﹤0.01% | 319 |
|
|
2025
Q1 | $27.8K | Hold |
305
| – | – | ﹤0.01% | 347 |
|
|
2024
Q4 | $35.1K | Hold |
305
| – | – | ﹤0.01% | 344 |
|
|
2024
Q3 | $36.2K | Buy |
305
+20
| +7% | +$2.37K | ﹤0.01% | 353 |
|
|
2024
Q2 | $39.3K | Hold |
285
| – | – | ﹤0.01% | 333 |
|
|
2024
Q1 | $32.5K | Hold |
285
| – | – | ﹤0.01% | 367 |
|
|
2023
Q4 | $21.8K | Hold |
285
| – | – | ﹤0.01% | 405 |
|
|
2023
Q3 | $19.6K | Hold |
285
| – | – | ﹤0.01% | 383 |
|
|
2023
Q2 | $15.4K | Hold |
285
| – | – | ﹤0.01% | 410 |
|
|
2023
Q1 | $11.5K | Hold |
285
| – | – | ﹤0.01% | 436 |
|
|
2022
Q4 | $11.5K | Hold |
285
| – | – | ﹤0.01% | 444 |
|
|
2022
Q3 | $9.74K | Hold |
285
| – | – | ﹤0.01% | 425 |
|
|
2022
Q2 | $13K | Hold |
285
| – | – | ﹤0.01% | 449 |
|
|
2022
Q1 | $14K | Hold |
285
| – | – | ﹤0.01% | 417 |
|
|
2021
Q4 | $16K | Sell |
285
-277
| -49% | -$15.6K | ﹤0.01% | 420 |
|
|
2021
Q3 | $29.7K | Hold |
562
| – | – | ﹤0.01% | 368 |
|
|
2021
Q2 | $28.4K | Hold |
562
| – | – | ﹤0.01% | 382 |
|
|
2021
Q1 | $25.1K | Hold |
562
| – | – | ﹤0.01% | 405 |
|
|
2020
Q4 | $21K | Hold |
562
| – | – | ﹤0.01% | 402 |
|
|
2020
Q3 | $19.3K | Hold |
562
| – | – | ﹤0.01% | 353 |
|
|
2020
Q2 | $15.7K | Hold |
562
| – | – | ﹤0.01% | 352 |
|
|
2020
Q1 | $11.3K | Hold |
562
| – | – | ﹤0.01% | 366 |
|
|
2019
Q4 | $14.6K | Hold |
562
| – | – | ﹤0.01% | 399 |
|
|
2019
Q3 | $14K | Buy |
+562
| New | +$14K | ﹤0.01% | 370 |
|