OneDigital 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 | $734K | Buy |
5,990
+986
| +20% | +$121K | 0.01% | 748 |
|
|
2025
Q1 | $456K | Buy |
5,004
+512
| +11% | +$46.7K | 0.01% | 894 |
|
|
2024
Q4 | $518K | Buy |
4,492
+494
| +12% | +$56.9K | 0.01% | 871 |
|
|
2024
Q3 | $474K | Buy |
3,998
+622
| +18% | +$73.7K | 0.01% | 958 |
|
|
2024
Q2 | $466K | Buy |
3,376
+32
| +1% | +$4.41K | 0.01% | 927 |
|
|
2024
Q1 | $382K | Sell |
3,344
-2,110
| -39% | -$241K | 0.01% | 832 |
|
|
2023
Q4 | $417K | Buy |
+5,454
| New | +$417K | 0.01% | 778 |
|
|
2019
Q3 | – | Sell |
-748
| Closed | -$19K | – | 651 |
|
|
2019
Q2 | $19K | Buy |
+748
| New | +$19K | ﹤0.01% | 811 |
|
|
2018
Q4 | – | Sell |
-278
| Closed | -$8K | – | 1145 |
|
|
2018
Q3 | $8K | Hold |
278
| – | – | ﹤0.01% | 870 |
|
|
2018
Q2 | $7K | Hold |
278
| – | – | ﹤0.01% | 1111 |
|
|
2018
Q1 | $6K | Hold |
278
| – | – | ﹤0.01% | 1125 |
|
|
2017
Q4 | $6K | Hold |
278
| – | – | ﹤0.01% | 1062 |
|
|
2017
Q3 | $6K | Hold |
278
| – | – | ﹤0.01% | 866 |
|
|
2017
Q2 | $5K | Buy |
+278
| New | +$5K | ﹤0.01% | 1051 |
|