Montag & Associates’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.9K | Sell |
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|
2025
Q1 | $116K | Hold |
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|
2024
Q4 | $147K | Hold |
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|
2024
Q3 | $151K | Buy |
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|
2024
Q2 | $139K | Hold |
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|
2024
Q1 | $115K | Buy |
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|
2023
Q4 | $16.1K | Hold |
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|
2023
Q3 | $14.5K | Hold |
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|
2023
Q2 | $11.4K | Hold |
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|
2023
Q1 | $8.48K | Hold |
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|
2022
Q4 | $8.49K | Sell |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $31K | Hold |
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|
2022
Q1 | $33K | Hold |
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|
2021
Q4 | $37K | Sell |
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|
2021
Q3 | $69K | Hold |
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|
2021
Q2 | $66K | Hold |
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|
2021
Q1 | $58K | Hold |
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|
2020
Q4 | $49K | Buy |
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