JFS Wealth Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.5K | Buy |
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|
2025
Q1 | $30.4K | Buy |
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|
2024
Q4 | $37.9K | Buy |
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|
2024
Q3 | $12.8K | Buy |
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|
2024
Q2 | $14.6K | Sell |
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|
2024
Q1 | $24.8K | Buy |
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|
2023
Q4 | $8.11K | Buy |
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|
2023
Q3 | $7.17K | Buy |
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|
2023
Q2 | $4.17K | Buy |
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|
2023
Q1 | $2.81K | Hold |
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|
2022
Q4 | $2.81K | Buy |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $7K | Buy |
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|
2022
Q1 | $5K | Buy |
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|
2021
Q4 | $2K | Buy |
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