Mount Yale Investment Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Buy |
7,044
+232
| +3% | +$28.4K | 0.07% | 235 |
|
|
2025
Q1 | $621K | Buy |
6,812
+1,295
| +23% | +$118K | 0.05% | 282 |
|
|
2024
Q4 | $636K | Sell |
5,517
-1,285
| -19% | -$148K | 0.05% | 302 |
|
|
2024
Q3 | $806K | Buy |
6,802
+2,466
| +57% | +$292K | 0.08% | 240 |
|
|
2024
Q2 | $598K | Sell |
4,336
-2,408
| -36% | -$332K | 0.05% | 309 |
|
|
2024
Q1 | $770K | Sell |
6,744
-933
| -12% | -$106K | 0.06% | 275 |
|
|
2023
Q4 | $587K | Sell |
7,677
-43
| -0.6% | -$3.29K | 0.06% | 289 |
|
|
2023
Q3 | $532K | Sell |
7,720
-34
| -0.4% | -$2.34K | 0.06% | 294 |
|
|
2023
Q2 | $420K | Buy |
+7,754
| New | +$420K | 0.04% | 330 |
|