Optimist Retirement Group’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
3,057
+257
| +9% | +$31.5K | 0.18% | 64 |
|
|
2025
Q1 | $255K | Buy |
2,800
+698
| +33% | +$63.6K | 0.13% | 78 |
|
|
2024
Q4 | $242K | Sell |
2,102
-55
| -3% | -$6.34K | 0.11% | 96 |
|
|
2024
Q3 | $256K | Buy |
2,157
+463
| +27% | +$54.9K | 0.12% | 82 |
|
|
2024
Q2 | $234K | Sell |
1,694
-282
| -14% | -$38.9K | 0.12% | 80 |
|
|
2024
Q1 | $225K | Buy |
+1,976
| New | +$225K | 0.12% | 82 |
|