Jeppson 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 | $239K | Buy |
+1,947
| New | +$239K | 0.08% | 188 |
|
|
2025
Q1 | – | Sell |
-1,947
| Closed | -$224K | – | 210 |
|
|
2024
Q4 | $224K | Hold |
1,947
| – | – | 0.08% | 181 |
|
|
2024
Q3 | $231K | Hold |
1,947
| – | – | 0.08% | 181 |
|
|
2024
Q2 | $269K | Sell |
1,947
-75
| -4% | -$10.3K | 0.1% | 162 |
|
|
2024
Q1 | $231K | Buy |
+2,022
| New | +$231K | 0.09% | 179 |
|
|
2021
Q4 | – | Sell |
-4,191
| Closed | -$220K | – | 162 |
|
|
2021
Q3 | $220K | Hold |
4,191
| – | – | 0.11% | 139 |
|
|
2021
Q2 | $211K | Buy |
+4,191
| New | +$211K | 0.12% | 139 |
|
|
2020
Q4 | – | Sell |
-4,240
| Closed | -$145K | – | 202 |
|
|
2020
Q3 | $145K | Buy |
+4,240
| New | +$145K | 0.11% | 142 |
|