Marshall & Sterling 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
$4.37K Buy
36
+1
+3% +$121 ﹤0.01% 496
2025
Q1
$3.23K Sell
35
-1
-3% -$92 ﹤0.01% 513
2024
Q4
$4.07K Buy
+36
New +$4.07K ﹤0.01% 270