LWA
Lineweaver Wealth Advisors’s Dell DELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
17,723
+2,342
| +15% | +$287K | 0.34% | 57 |
|
|
2025
Q1 | $1.4M | Buy |
15,381
+1,985
| +15% | +$181K | 0.24% | 80 |
|
|
2024
Q4 | $1.54M | Sell |
13,396
-916
| -6% | -$106K | 0.29% | 67 |
|
|
2024
Q3 | $1.7M | Buy |
14,312
+40
| +0.3% | +$4.74K | 0.32% | 61 |
|
|
2024
Q2 | $1.97M | Buy |
14,272
+38
| +0.3% | +$5.24K | 0.41% | 47 |
|
|
2024
Q1 | $1.62M | Sell |
14,234
-6,524
| -31% | -$744K | 0.39% | 56 |
|
|
2023
Q4 | $1.59M | Buy |
20,758
+3,367
| +19% | +$258K | 0.41% | 51 |
|
|
2023
Q3 | $1.2M | Buy |
+17,391
| New | +$1.2M | 0.35% | 56 |
|