Integrated Wealth Concepts’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
15,756
+6,792
| +76% | +$833K | 0.02% | 628 |
|
|
2025
Q1 | $817K | Buy |
8,964
+1,811
| +25% | +$165K | 0.01% | 913 |
|
|
2024
Q4 | $824K | Buy |
7,153
+738
| +12% | +$85.1K | 0.01% | 902 |
|
|
2024
Q3 | $760K | Buy |
6,415
+218
| +4% | +$25.8K | 0.01% | 915 |
|
|
2024
Q2 | $855K | Buy |
6,197
+3,339
| +117% | +$460K | 0.01% | 830 |
|
|
2024
Q1 | $326K | Buy |
+2,858
| New | +$326K | ﹤0.01% | 1278 |
|