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KMG Fiduciary Partners’s Dell DELL Stock Holding History

KMG Fiduciary Partners’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.37M Buy
27,466
+1,452
+6% +$178K 0.25% 98
2025
Q1 		$2.37M Buy
26,014
+3,597
+16% +$328K 0.2% 115
2024
Q4 		$2.58M Buy
22,417
+3,249
+17% +$374K 0.21% 104
2024
Q3 		$2.27M Buy
+19,168
New +$2.27M 0.2% 113