High Net Worth Advisory Group’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
$776K Sell
2025
Q1
$584K Buy
2024
Q4
$579K Buy
2022
Q4
Sell
2022
Q3
$18K Hold
2022
Q2
$24K Sell
2022
Q1
$75K Hold
2021
Q4
$84K Buy