Kingsview 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 | $419K | Buy |
3,416
+923
| +37% | +$113K | 0.01% | 833 |
|
|
2025
Q1 | $227K | Sell |
2,493
-416
| -14% | -$37.9K | ﹤0.01% | 993 |
|
|
2024
Q4 | $335K | Sell |
2,909
-976
| -25% | -$112K | 0.01% | 854 |
|
|
2024
Q3 | $461K | Sell |
3,885
-640
| -14% | -$75.9K | 0.01% | 748 |
|
|
2024
Q2 | $624K | Buy |
4,525
+2,056
| +83% | +$284K | 0.01% | 624 |
|
|
2024
Q1 | $282K | Buy |
+2,469
| New | +$282K | 0.01% | 841 |
|
|
2022
Q2 | – | Sell |
-4,115
| Closed | -$207K | – | 824 |
|
|
2022
Q1 | $207K | Hold |
4,115
| – | – | 0.01% | 809 |
|
|
2021
Q4 | $231K | Buy |
+4,115
| New | +$231K | 0.01% | 807 |
|