Kovitz Investment Group Partners’s Dell DELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.14M Sell
2025
Q2
$8.49M Buy
2025
Q1
$2.29M Buy
2024
Q4
$2.27M Buy
2024
Q3
$1.8M Sell
2024
Q2
$2.52M Buy
2024
Q1
$836K Buy
2020
Q1
Sell
2019
Q4
$216K Sell
2019
Q3
$252K Sell
2019
Q2
$278K Sell
2019
Q1
$335K Buy