Patten & Patten’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
1,713
-4,875
| -74% | -$598K | 0.01% | 310 |
|
|
2025
Q1 | $600K | Buy |
6,588
+15
| +0.2% | +$1.37K | 0.04% | 207 |
|
|
2024
Q4 | $757K | Hold |
6,573
| – | – | 0.05% | 190 |
|
|
2024
Q3 | $779K | Sell |
6,573
-4
| -0.1% | -$474 | 0.05% | 185 |
|
|
2024
Q2 | $907K | Buy |
6,577
+1,190
| +22% | +$164K | 0.06% | 168 |
|
|
2024
Q1 | $615K | Buy |
5,387
+1,574
| +41% | +$180K | 0.04% | 202 |
|
|
2023
Q4 | $292K | Buy |
3,813
+603
| +19% | +$46.1K | 0.02% | 239 |
|
|
2023
Q3 | $221K | Buy |
+3,210
| New | +$221K | 0.02% | 261 |
|