Mount Yale Investment Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $545K | Sell |
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|
2025
Q3 | $688K | Sell |
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|
2025
Q2 | $864K | Buy |
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|
2025
Q1 | $621K | Buy |
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|
2024
Q4 | $636K | Sell |
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|
2024
Q3 | $806K | Buy |
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|
2024
Q2 | $598K | Sell |
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|
2024
Q1 | $770K | Sell |
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|
2023
Q4 | $587K | Sell |
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|
2023
Q3 | $532K | Sell |
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|
2023
Q2 | $420K | Buy |
|