McCarter Private Wealth Services’s Dell DELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.12M	Buy	9,151 +1,182	+15%	+$145K	0.64%	38
2025 Q1	$685K	Buy	7,969 +3,314	+71%	+$285K	0.45%	48
2024 Q4	$536K	Buy	4,655 +2,606	+127%	+$300K	0.34%	55
2024 Q3	$243K	Buy	+2,049	New	+$243K	0.15%	94