Kingswood 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 | $1.97M | Sell |
16,082
-6,866
| -30% | -$842K | 0.16% | 144 |
|
|
2025
Q1 | $2.09M | Buy |
22,948
+1,011
| +5% | +$92.2K | 0.19% | 124 |
|
|
2024
Q4 | $2.53M | Sell |
21,937
-2,329
| -10% | -$268K | 0.19% | 120 |
|
|
2024
Q3 | $2.88M | Buy |
24,266
+6,948
| +40% | +$824K | 0.21% | 114 |
|
|
2024
Q2 | $2.39M | Buy |
17,318
+10,630
| +159% | +$1.47M | 0.22% | 101 |
|
|
2024
Q1 | $763K | Buy |
+6,688
| New | +$763K | 0.09% | 255 |
|