Institute for Wealth Management’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 | $2.15M | Sell |
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|
2025
Q1 | $1.64M | Sell |
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|
2024
Q4 | $2.08M | Buy |
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|
2024
Q3 | $2.09M | Buy |
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|
2024
Q2 | $2.42M | Sell |
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|
2024
Q1 | $2.01M | Buy |
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|
2023
Q4 | $1.34M | Sell |
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|
2023
Q3 | $1.22M | Sell |
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|
2023
Q2 | $959K | Buy |
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|
2023
Q1 | $707K | Sell |
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|
2022
Q4 | $712K | Sell |
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|
2022
Q3 | $615K | Sell |
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|
2022
Q2 | $835K | Sell |
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|
2022
Q1 | $920K | Sell |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $1.93M | Hold |
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|
2021
Q2 | $1.84M | Sell |
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|
2021
Q1 | $1.63M | Buy |
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|
2020
Q4 | $1.35M | Hold |
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|
2020
Q3 | $1.25M | Buy |
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|
2020
Q2 | $1M | Buy |
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|
2020
Q1 | $716K | Buy |
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|
2019
Q4 | $913K | Buy |
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|
2019
Q3 | $601K | Sell |
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|
2019
Q2 | $623K | Sell |
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|
2019
Q1 | $732K | Sell |
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|
2018
Q4 | $615K | Sell |
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|
2018
Q3 | $1.39M | Buy |
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|
2018
Q2 | $1.21M | Sell |
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|
2018
Q1 | $1.04M | Buy |
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|
2017
Q4 | $1.13M | Sell |
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|
2017
Q3 | $1.11M | Sell |
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|
2017
Q2 | $877K | Buy |
|