JFS Wealth Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.5K | Buy |
355
+22
| +7% | +$2.7K | ﹤0.01% | 490 |
|
|
2025
Q1 | $30.4K | Buy |
333
+4
| +1% | +$365 | ﹤0.01% | 569 |
|
|
2024
Q4 | $37.9K | Buy |
329
+221
| +205% | +$25.5K | ﹤0.01% | 511 |
|
|
2024
Q3 | $12.8K | Buy |
108
+2
| +2% | +$237 | ﹤0.01% | 774 |
|
|
2024
Q2 | $14.6K | Sell |
106
-111
| -51% | -$15.3K | ﹤0.01% | 679 |
|
|
2024
Q1 | $24.8K | Buy |
217
+111
| +105% | +$12.7K | ﹤0.01% | 580 |
|
|
2023
Q4 | $8.11K | Buy |
106
+2
| +2% | +$153 | ﹤0.01% | 849 |
|
|
2023
Q3 | $7.17K | Buy |
104
+27
| +35% | +$1.86K | ﹤0.01% | 845 |
|
|
2023
Q2 | $4.17K | Buy |
77
+7
| +10% | +$379 | ﹤0.01% | 1086 |
|
|
2023
Q1 | $2.82K | Hold |
70
| – | – | ﹤0.01% | 1230 |
|
|
2022
Q4 | $2.82K | Buy |
70
+47
| +204% | +$1.89K | ﹤0.01% | 1235 |
|
|
2022
Q3 | $1K | Sell |
23
-126
| -85% | -$5.48K | ﹤0.01% | 1527 |
|
|
2022
Q2 | $7K | Buy |
149
+54
| +57% | +$2.54K | ﹤0.01% | 866 |
|
|
2022
Q1 | $5K | Buy |
95
+55
| +138% | +$2.9K | ﹤0.01% | 1028 |
|
|
2021
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 1058 |
|