Mayflower Financial 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 | $951K | Sell |
7,755
-61
| -0.8% | -$7.48K | 0.13% | 152 |
|
2025
Q1 | $712K | Sell |
7,816
-7
| -0.1% | -$638 | 0.11% | 182 |
|
2024
Q4 | $902K | Buy |
7,823
+5,728
| +273% | +$660K | 0.13% | 149 |
|
2024
Q3 | $248K | Sell |
2,095
-519
| -20% | -$61.5K | 0.04% | 321 |
|
2024
Q2 | $360K | Buy |
2,614
+616
| +31% | +$85K | 0.06% | 258 |
|
2024
Q1 | $228K | Buy |
+1,998
| New | +$228K | 0.04% | 323 |
|
2021
Q4 | – | Sell |
-8,304
| Closed | -$466K | – | 357 |
|
2021
Q3 | $466K | Buy |
8,304
+288
| +4% | +$16.2K | 0.06% | 198 |
|
2021
Q2 | $405K | Buy |
8,016
+21
| +0.3% | +$1.06K | 0.06% | 204 |
|
2021
Q1 | $357K | Sell |
7,995
-13
| -0.2% | -$580 | 0.05% | 206 |
|
2020
Q4 | $297K | Buy |
+8,008
| New | +$297K | 0.05% | 207 |
|