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Mowery & Schoenfeld Wealth Management’s Dell DELL Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.62K Hold
70
– – 0.01% 225
2025
Q1 		$6.41K Sell
70
-10
-13% -$915 0.01% 304
2024
Q4 		$9.22K Buy
+80
New +$9.22K 0.02% 236