Liberty 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 | $249K | Buy |
+2,033
| New | +$249K | 0.04% | 190 |
|
|
2025
Q1 | – | Sell |
-2,024
| Closed | -$233K | – | 164 |
|
|
2024
Q4 | $233K | Buy |
2,024
+10
| +0.5% | +$1.15K | 0.04% | 186 |
|
|
2024
Q3 | $239K | Buy |
2,014
+7
| +0.3% | +$831 | 0.04% | 185 |
|
|
2024
Q2 | $277K | Buy |
2,007
+24
| +1% | +$3.31K | 0.05% | 165 |
|
|
2024
Q1 | $226K | Buy |
+1,983
| New | +$226K | 0.04% | 171 |
|
|
2021
Q4 | – | Sell |
-3,723
| Closed | -$196K | – | 382 |
|
|
2021
Q3 | $196K | Hold |
3,723
| – | – | 0.07% | 167 |
|
|
2021
Q2 | $188K | Buy |
3,723
+32
| +0.9% | +$1.62K | 0.07% | 143 |
|
|
2021
Q1 | $138K | Hold |
3,691
| – | – | 0.07% | 142 |
|
|
2020
Q4 | $138K | Hold |
3,691
| – | – | 0.07% | 141 |
|
|
2020
Q3 | $127K | Hold |
3,691
| – | – | 0.07% | 139 |
|
|
2020
Q2 | $103K | Hold |
3,691
| – | – | 0.07% | 147 |
|
|
2020
Q1 | $74K | Hold |
3,691
| – | – | 0.06% | 170 |
|
|
2019
Q4 | $96K | Hold |
3,691
| – | – | 0.08% | 163 |
|
|
2019
Q3 | $97K | Hold |
3,691
| – | – | 0.09% | 152 |
|
|
2019
Q2 | $95K | Hold |
3,691
| – | – | 0.08% | 173 |
|
|
2019
Q1 | $109K | Buy |
+3,691
| New | +$109K | 0.08% | 128 |
|