Measured Wealth Private Client Group’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,650
| Closed | -$305K | – | 174 |
|
|
2024
Q4 | $305K | Sell |
2,650
-3,066
| -54% | -$353K | 0.1% | 138 |
|
|
2024
Q3 | $678K | Buy |
5,716
+43
| +0.8% | +$5.1K | 0.23% | 58 |
|
|
2024
Q2 | $782K | Buy |
+5,673
| New | +$782K | 0.27% | 56 |
|
|
2018
Q4 | – | Sell |
-157
| Closed | -$4K | – | 240 |
|
|
2018
Q3 | $4K | Buy |
+157
| New | +$4K | ﹤0.01% | 714 |
|