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
2025
Q3
$289K Buy
2025
Q2
$249K Buy
2025
Q1
Sell
2024
Q4
$233K Buy
2024
Q3
$239K Buy
2024
Q2
$277K Buy
2024
Q1
$226K Buy
2021
Q4
Sell
2021
Q3
$196K Hold
2021
Q2
$188K Buy
2021
Q1
$138K Hold
2020
Q4
$138K Hold
2020
Q3
$127K Hold
2020
Q2
$103K Hold
2020
Q1
$74K Hold
2019
Q4
$96K Hold
2019
Q3
$97K Hold
2019
Q2
$95K Hold
2019
Q1
$109K Buy