HNWAG
High Net Worth Advisory Group’s Dell DELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Sell |
6,330
-80
| -1% | -$9.81K | 0.21% | 102 |
|
|
2025
Q1 | $584K | Buy |
6,410
+1,390
| +28% | +$127K | 0.16% | 116 |
|
|
2024
Q4 | $579K | Buy |
+5,020
| New | +$579K | 0.16% | 118 |
|
|
2022
Q4 | – | Sell |
-519
| Closed | -$18K | – | 640 |
|
|
2022
Q3 | $18K | Hold |
519
| – | – | 0.01% | 463 |
|
|
2022
Q2 | $24K | Sell |
519
-981
| -65% | -$45.4K | 0.01% | 419 |
|
|
2022
Q1 | $75K | Hold |
1,500
| – | – | 0.03% | 282 |
|
|
2021
Q4 | $84K | Buy |
+1,500
| New | +$84K | 0.03% | 281 |
|