Lowe Wealth Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.2K | Sell |
75
-39
| -34% | -$4.78K | ﹤0.01% | 257 |
|
2025
Q1 | $10.4K | Hold |
114
| – | – | ﹤0.01% | 246 |
|
2024
Q4 | $13.1K | Hold |
114
| – | – | 0.01% | 211 |
|
2024
Q3 | $13.5K | Hold |
114
| – | – | 0.01% | 203 |
|
2024
Q2 | $15.7K | Sell |
114
-71
| -38% | -$9.79K | 0.01% | 189 |
|
2024
Q1 | $21.1K | Hold |
185
| – | – | 0.01% | 160 |
|
2023
Q4 | $14.2K | Hold |
185
| – | – | 0.01% | 186 |
|
2023
Q3 | $12.7K | Hold |
185
| – | – | 0.01% | 183 |
|
2023
Q2 | $10K | Hold |
185
| – | – | 0.01% | 219 |
|
2023
Q1 | $7.44K | Hold |
185
| – | – | ﹤0.01% | 230 |
|
2022
Q4 | $7.44K | Hold |
185
| – | – | ﹤0.01% | 232 |
|
2022
Q3 | $6K | Hold |
185
| – | – | ﹤0.01% | 230 |
|
2022
Q2 | $9K | Hold |
185
| – | – | ﹤0.01% | 192 |
|
2022
Q1 | $9K | Hold |
185
| – | – | ﹤0.01% | 202 |
|
2021
Q4 | $10K | Sell |
185
-180
| -49% | -$9.73K | ﹤0.01% | 188 |
|
2021
Q3 | $19K | Hold |
365
| – | – | 0.01% | 145 |
|
2021
Q2 | $18K | Hold |
365
| – | – | 0.01% | 143 |
|
2021
Q1 | $16K | Hold |
365
| – | – | 0.01% | 146 |
|
2020
Q4 | $14K | Hold |
365
| – | – | 0.01% | 145 |
|
2020
Q3 | $13K | Hold |
365
| – | – | 0.01% | 142 |
|
2020
Q2 | $10K | Hold |
365
| – | – | 0.01% | 155 |
|
2020
Q1 | $7K | Hold |
365
| – | – | ﹤0.01% | 172 |
|
2019
Q4 | $10K | Hold |
365
| – | – | 0.01% | 162 |
|
2019
Q3 | $10K | Hold |
365
| – | – | 0.01% | 152 |
|
2019
Q2 | $9K | Hold |
365
| – | – | 0.01% | 167 |
|
2019
Q1 | $10K | Buy |
+365
| New | +$10K | 0.01% | 144 |
|