Independent Solutions Wealth Management’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Sell |
4,459
-1,028
| -19% | -$126K | 0.11% | 121 |
|
|
2025
Q1 | $500K | Sell |
5,487
-9,305
| -63% | -$848K | 0.11% | 124 |
|
|
2024
Q4 | $1.7M | Sell |
14,792
-1,317
| -8% | -$152K | 0.37% | 85 |
|
|
2024
Q3 | $1.91M | Buy |
16,109
+542
| +3% | +$64.2K | 0.43% | 69 |
|
|
2024
Q2 | $2.15M | Buy |
15,567
+13,531
| +665% | +$1.87M | 0.49% | 61 |
|
|
2024
Q1 | $232K | Buy |
+2,036
| New | +$232K | 0.06% | 161 |
|