Montgomery Investment Management’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $337K | Buy |
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|
2025
Q2 | $290K | Hold |
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|
2025
Q1 | $216K | Hold |
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|
2024
Q4 | $273K | Hold |
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|
2024
Q3 | $281K | Hold |
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|
2024
Q2 | $327K | Hold |
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|
2024
Q1 | $270K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $246K | Hold |
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|
2021
Q2 | $236K | Hold |
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|
2021
Q1 | $209K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $355K | Hold |
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|
2018
Q2 | $309K | Hold |
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|
2018
Q1 | $268K | Hold |
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|
2017
Q4 | $297K | Hold |
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|
2017
Q3 | $283K | Hold |
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|
2017
Q2 | $224K | Hold |
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|
2017
Q1 | $234K | Hold |
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|
2016
Q4 | $201K | Buy |
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