Marks Group 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 | $3.49M | Buy |
28,429
+375
| +1% | +$46K | 0.32% | 94 |
|
2025
Q1 | $2.56M | Sell |
28,054
-2,597
| -8% | -$237K | 0.25% | 103 |
|
2024
Q4 | $3.53M | Sell |
30,651
-286
| -0.9% | -$33K | 0.35% | 90 |
|
2024
Q3 | $3.67M | Sell |
30,937
-47,828
| -61% | -$5.67M | 0.35% | 90 |
|
2024
Q2 | $10.9M | Sell |
78,765
-3,595
| -4% | -$496K | 1.14% | 12 |
|
2024
Q1 | $9.4M | Sell |
82,360
-2,641
| -3% | -$301K | 0.98% | 26 |
|
2023
Q4 | $6.5M | Sell |
85,001
-3,573
| -4% | -$273K | 0.74% | 61 |
|
2023
Q3 | $6.1M | Sell |
88,574
-4,596
| -5% | -$317K | 0.76% | 56 |
|
2023
Q2 | $5.04M | Sell |
93,170
-1,243
| -1% | -$67.3K | 0.6% | 73 |
|
2023
Q1 | $3.8M | Buy |
94,413
+1,435
| +2% | +$57.7K | 0.49% | 82 |
|
2022
Q4 | $3.74M | Buy |
92,978
+286
| +0.3% | +$11.5K | 0.51% | 79 |
|
2022
Q3 | $3.17M | Buy |
92,692
+42,469
| +85% | +$1.45M | 0.48% | 78 |
|
2022
Q2 | $2.32M | Buy |
50,223
+38,356
| +323% | +$1.77M | 0.33% | 94 |
|
2022
Q1 | $596K | Buy |
11,867
+1,107
| +10% | +$55.6K | 0.07% | 214 |
|
2021
Q4 | $598K | Sell |
10,760
-9,153
| -46% | -$509K | 0.07% | 216 |
|
2021
Q3 | $1.06M | Sell |
19,913
-72
| -0.4% | -$3.83K | 0.14% | 149 |
|
2021
Q2 | $996K | Sell |
19,985
-102
| -0.5% | -$5.08K | 0.14% | 142 |
|
2021
Q1 | $905K | Buy |
20,087
+667
| +3% | +$30.1K | 0.13% | 143 |
|
2020
Q4 | $721K | Sell |
19,420
-28,423
| -59% | -$1.06M | 0.11% | 152 |
|
2020
Q3 | $1.64M | Buy |
47,843
+809
| +2% | +$27.7K | 0.3% | 108 |
|
2020
Q2 | $1.32M | Sell |
47,034
-52,589
| -53% | -$1.47M | 0.27% | 113 |
|
2020
Q1 | $1.98M | Buy |
99,623
+12,748
| +15% | +$254K | 0.51% | 87 |
|
2019
Q4 | $2.26M | Buy |
+86,875
| New | +$2.26M | 0.45% | 96 |
|