NewEdge Wealth’s Dell DELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.16M | Sell |
31,098
-2,374
| -7% | -$318K | 0.07% | 240 |
|
2025
Q1 | $3.05M | Sell |
33,472
-1,151
| -3% | -$105K | 0.06% | 264 |
|
2024
Q4 | $3.99M | Buy |
34,623
+20,760
| +150% | +$2.39M | 0.07% | 226 |
|
2024
Q3 | $1.64M | Buy |
13,863
+3,183
| +30% | +$377K | 0.03% | 379 |
|
2024
Q2 | $1.47M | Buy |
10,680
+62
| +0.6% | +$8.55K | 0.03% | 359 |
|
2024
Q1 | $1.31M | Buy |
10,618
+5,763
| +119% | +$711K | 0.03% | 381 |
|
2023
Q4 | $371K | Buy |
+4,855
| New | +$371K | 0.01% | 569 |
|