Mission 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 | $407K | Buy |
3,322
+285
| +9% | +$34.9K | 0.01% | 496 |
|
|
2025
Q1 | $277K | Buy |
3,037
+1,167
| +62% | +$106K | 0.01% | 542 |
|
|
2024
Q4 | $216K | Sell |
1,870
-402
| -18% | -$46.3K | 0.01% | 587 |
|
|
2024
Q3 | $269K | Buy |
2,272
+282
| +14% | +$33.4K | 0.01% | 539 |
|
|
2024
Q2 | $274K | Buy |
1,990
+607
| +44% | +$83.7K | 0.01% | 521 |
|
|
2024
Q1 | $158K | Buy |
+1,383
| New | +$158K | ﹤0.01% | 618 |
|