Intrepid Financial Planning Group’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
11,863
-69
| -0.6% | -$8.46K | 0.61% | 44 |
|
|
2025
Q1 | $1.09M | Hold |
11,932
| – | – | 0.5% | 44 |
|
|
2024
Q4 | $1.38M | Sell |
11,932
-70
| -0.6% | -$8.07K | 0.58% | 42 |
|
|
2024
Q3 | $1.42M | Buy |
12,002
+80
| +0.7% | +$9.48K | 0.61% | 39 |
|
|
2024
Q2 | $1.64M | Buy |
11,922
+28
| +0.2% | +$3.86K | 0.71% | 36 |
|
|
2024
Q1 | $1.36M | Hold |
11,894
| – | – | 0.59% | 43 |
|
|
2023
Q4 | $910K | Hold |
11,894
| – | – | 0.44% | 44 |
|
|
2023
Q3 | $819K | Hold |
11,894
| – | – | 0.42% | 47 |
|
|
2023
Q2 | $644K | Hold |
11,894
| – | – | 0.31% | 56 |
|
|
2023
Q1 | $478K | Sell |
11,894
-1,100
| -8% | -$44.2K | 0.24% | 63 |
|
|
2022
Q4 | $523K | Sell |
12,994
-1,800
| -12% | -$72.4K | 0.28% | 57 |
|
|
2022
Q3 | $506K | Sell |
14,794
-6
| -0% | -$205 | 0.29% | 53 |
|
|
2022
Q2 | $684K | Buy |
+14,800
| New | +$684K | 0.38% | 49 |
|