Icon 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 | $810K | Sell |
6,609
-7,606
| -54% | -$932K | 0.06% | 194 |
|
|
2025
Q1 | $1.3M | Sell |
14,215
-197
| -1% | -$18K | 0.11% | 135 |
|
|
2024
Q4 | $1.66M | Buy |
14,412
+2,238
| +18% | +$258K | 0.14% | 112 |
|
|
2024
Q3 | $1.44M | Sell |
12,174
-115
| -0.9% | -$13.6K | 0.12% | 124 |
|
|
2024
Q2 | $1.4M | Buy |
12,289
+526
| +4% | +$59.8K | 0.12% | 123 |
|
|
2024
Q1 | $1.34M | Buy |
11,763
+5,213
| +80% | +$595K | 0.12% | 124 |
|
|
2023
Q4 | $501K | Buy |
+6,550
| New | +$501K | 0.05% | 195 |
|