IFWM
Institute for Wealth Management’s Dell DELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Sell |
17,506
-456
| -3% | -$55.9K | 0.24% | 88 |
|
|
2025
Q1 | $1.64M | Sell |
17,962
-110
| -0.6% | -$10K | 0.21% | 109 |
|
|
2024
Q4 | $2.08M | Buy |
18,072
+477
| +3% | +$55K | 0.26% | 80 |
|
|
2024
Q3 | $2.09M | Buy |
17,595
+59
| +0.3% | +$6.99K | 0.26% | 83 |
|
|
2024
Q2 | $2.42M | Sell |
17,536
-45
| -0.3% | -$6.21K | 0.32% | 64 |
|
|
2024
Q1 | $2.01M | Buy |
17,581
+37
| +0.2% | +$4.22K | 0.26% | 79 |
|
|
2023
Q4 | $1.34M | Sell |
17,544
-91
| -0.5% | -$6.96K | 0.22% | 113 |
|
|
2023
Q3 | $1.22M | Sell |
17,635
-87
| -0.5% | -$5.99K | 0.22% | 113 |
|
|
2023
Q2 | $959K | Buy |
17,722
+133
| +0.8% | +$7.2K | 0.16% | 154 |
|
|
2023
Q1 | $707K | Sell |
17,589
-117
| -0.7% | -$4.7K | 0.14% | 186 |
|
|
2022
Q4 | $712K | Sell |
17,706
-278
| -2% | -$11.2K | 0.15% | 189 |
|
|
2022
Q3 | $615K | Sell |
17,984
-81
| -0.4% | -$2.77K | 0.14% | 195 |
|
|
2022
Q2 | $835K | Sell |
18,065
-266
| -1% | -$12.3K | 0.16% | 158 |
|
|
2022
Q1 | $920K | Sell |
18,331
-152
| -0.8% | -$7.63K | 0.15% | 173 |
|
|
2021
Q4 | $1.04M | Sell |
18,483
-26
| -0.1% | -$1.46K | 0.17% | 151 |
|
|
2021
Q3 | $1.93M | Hold |
18,509
| – | – | 0.34% | 74 |
|
|
2021
Q2 | $1.85M | Sell |
18,509
-29
| -0.2% | -$2.89K | 0.32% | 75 |
|
|
2021
Q1 | $1.63M | Buy |
18,538
+95
| +0.5% | +$8.37K | 0.31% | 82 |
|
|
2020
Q4 | $1.35M | Hold |
18,443
| – | – | 0.27% | 94 |
|
|
2020
Q3 | $1.25M | Buy |
18,443
+247
| +1% | +$16.7K | 0.28% | 86 |
|
|
2020
Q2 | $1M | Buy |
18,196
+95
| +0.5% | +$5.22K | 0.24% | 108 |
|
|
2020
Q1 | $716K | Buy |
18,101
+327
| +2% | +$12.9K | 0.22% | 126 |
|
|
2019
Q4 | $913K | Buy |
17,774
+6,178
| +53% | +$317K | 0.21% | 138 |
|
|
2019
Q3 | $601K | Sell |
11,596
-671
| -5% | -$34.8K | 0.15% | 204 |
|
|
2019
Q2 | $623K | Sell |
12,267
-203
| -2% | -$10.3K | 0.14% | 221 |
|
|
2019
Q1 | $732K | Sell |
12,470
-122
| -1% | -$7.16K | 0.16% | 175 |
|
|
2018
Q4 | $615K | Sell |
12,592
-1,735
| -12% | -$84.7K | 0.25% | 122 |
|
|
2018
Q3 | $1.39M | Buy |
14,327
+3
| +0% | +$290 | 0.47% | 68 |
|
|
2018
Q2 | $1.21M | Sell |
14,324
-98
| -0.7% | -$8.29K | 0.39% | 89 |
|
|
2018
Q1 | $1.04M | Buy |
14,422
+615
| +4% | +$44.5K | 0.31% | 116 |
|
|
2017
Q4 | $1.13M | Sell |
13,807
-443
| -3% | -$36.2K | 0.26% | 119 |
|
|
2017
Q3 | $1.11M | Sell |
14,250
-98
| -0.7% | -$7.64K | 0.36% | 91 |
|
|
2017
Q2 | $877K | Buy |
+14,348
| New | +$877K | 0.24% | 139 |
|