Liberty Wealth Management’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $338K | Buy |
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|
2025
Q4 | $257K | Buy |
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|
2025
Q3 | $289K | Buy |
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|
2025
Q2 | $249K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $233K | Buy |
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|
2024
Q3 | $239K | Buy |
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|
2024
Q2 | $277K | Buy |
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|
2024
Q1 | $226K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $196K | Hold |
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|
2021
Q2 | $188K | Buy |
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|
2021
Q1 | $138K | Hold |
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|
2020
Q4 | $138K | Hold |
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|
2020
Q3 | $127K | Hold |
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|
2020
Q2 | $103K | Hold |
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|
2020
Q1 | $74K | Hold |
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|
2019
Q4 | $96K | Hold |
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|
2019
Q3 | $97K | Hold |
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|
2019
Q2 | $95K | Hold |
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|
2019
Q1 | $109K | Buy |
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