HHM 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 | $14.1K | Sell |
115
-8
| -7% | -$981 | ﹤0.01% | 559 |
|
|
2025
Q1 | $11.2K | Sell |
123
-250
| -67% | -$22.8K | ﹤0.01% | 573 |
|
|
2024
Q4 | $43K | Buy |
373
+8
| +2% | +$922 | 0.01% | 387 |
|
|
2024
Q3 | $43.3K | Sell |
365
-809
| -69% | -$95.9K | 0.01% | 362 |
|
|
2024
Q2 | $162K | Hold |
1,174
| – | – | 0.02% | 197 |
|
|
2024
Q1 | $134K | Hold |
1,174
| – | – | 0.02% | 186 |
|
|
2023
Q4 | $89.8K | Hold |
1,174
| – | – | 0.02% | 218 |
|
|
2023
Q3 | $80.9K | Buy |
1,174
+1,000
| +575% | +$68.9K | 0.02% | 216 |
|
|
2023
Q2 | $9.42K | Hold |
174
| – | – | ﹤0.01% | 544 |
|
|
2023
Q1 | $7K | Hold |
174
| – | – | ﹤0.01% | 583 |
|
|
2022
Q4 | $7K | Hold |
174
| – | – | ﹤0.01% | 496 |
|
|
2022
Q3 | $6K | Hold |
174
| – | – | ﹤0.01% | 501 |
|
|
2022
Q2 | $8K | Hold |
174
| – | – | ﹤0.01% | 565 |
|
|
2022
Q1 | $9K | Buy |
174
+59
| +51% | +$3.05K | ﹤0.01% | 545 |
|
|
2021
Q4 | $6K | Sell |
115
-112
| -49% | -$5.84K | ﹤0.01% | 559 |
|
|
2021
Q3 | $12K | Hold |
227
| – | – | ﹤0.01% | 475 |
|
|
2021
Q2 | $11K | Hold |
227
| – | – | ﹤0.01% | 464 |
|
|
2021
Q1 | $10K | Hold |
227
| – | – | ﹤0.01% | 448 |
|
|
2020
Q4 | $8K | Hold |
227
| – | – | ﹤0.01% | 431 |
|
|
2020
Q3 | $8K | Hold |
227
| – | – | ﹤0.01% | 403 |
|
|
2020
Q2 | $6K | Hold |
227
| – | – | ﹤0.01% | 394 |
|
|
2020
Q1 | $5K | Buy |
+227
| New | +$5K | ﹤0.01% | 386 |
|