Mutual 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 | $243K | Buy |
+1,852
| New | +$243K | 0.01% | 1058 |
|
|
2024
Q4 | – | Sell |
-2,176
| Closed | -$262K | – | 1087 |
|
|
2024
Q3 | $262K | Buy |
+2,176
| New | +$262K | 0.01% | 955 |
|
|
2024
Q1 | – | Sell |
-3,594
| Closed | -$275K | – | 1086 |
|
|
2023
Q4 | $275K | Buy |
+3,594
| New | +$275K | 0.01% | 845 |
|
|
2021
Q4 | – | Sell |
-12,775
| Closed | -$674K | – | 892 |
|
|
2021
Q3 | $674K | Buy |
12,775
+31
| +0.2% | +$1.64K | 0.04% | 458 |
|
|
2021
Q2 | $644K | Sell |
12,744
-459
| -3% | -$23.2K | 0.04% | 460 |
|
|
2021
Q1 | $590K | Sell |
13,203
-14,417
| -52% | -$644K | 0.04% | 443 |
|
|
2020
Q4 | $1.03M | Buy |
27,620
+1,259
| +5% | +$46.8K | 0.08% | 296 |
|
|
2020
Q3 | $904K | Sell |
26,361
-612
| -2% | -$21K | 0.08% | 268 |
|
|
2020
Q2 | $751K | Buy |
26,973
+1,117
| +4% | +$31.1K | 0.07% | 283 |
|
|
2020
Q1 | $518K | Buy |
+25,856
| New | +$518K | 0.07% | 283 |
|