Plante Moran Financial 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 | $12.1K | Sell |
99
-35
| -26% | -$4.29K | ﹤0.01% | 537 |
|
|
2025
Q1 | $12.2K | Buy |
134
+35
| +35% | +$3.19K | ﹤0.01% | 538 |
|
|
2024
Q4 | $11.4K | Hold |
99
| – | – | ﹤0.01% | 557 |
|
|
2024
Q3 | $11.7K | Hold |
99
| – | – | ﹤0.01% | 592 |
|
|
2024
Q2 | $13.7K | Hold |
99
| – | – | ﹤0.01% | 530 |
|
|
2024
Q1 | $11.3K | Hold |
99
| – | – | ﹤0.01% | 590 |
|
|
2023
Q4 | $7.57K | Hold |
99
| – | – | ﹤0.01% | 592 |
|
|
2023
Q3 | $6.82K | Hold |
99
| – | – | ﹤0.01% | 570 |
|
|
2023
Q2 | $5.36K | Sell |
99
-101
| -51% | -$5.47K | ﹤0.01% | 631 |
|
|
2023
Q1 | $8.04K | Buy |
200
+101
| +102% | +$4.06K | ﹤0.01% | 589 |
|
|
2022
Q4 | $3.98K | Sell |
99
-27
| -21% | -$1.09K | ﹤0.01% | 697 |
|
|
2022
Q3 | $4K | Hold |
126
| – | – | ﹤0.01% | 721 |
|
|
2022
Q2 | $6K | Hold |
126
| – | – | ﹤0.01% | 673 |
|
|
2022
Q1 | $6K | Sell |
126
-130
| -51% | -$6.19K | ﹤0.01% | 649 |
|
|
2021
Q4 | $14K | Sell |
256
-249
| -49% | -$13.6K | ﹤0.01% | 624 |
|
|
2021
Q3 | $27K | Hold |
505
| – | – | 0.01% | 493 |
|
|
2021
Q2 | $26K | Buy |
505
+53
| +12% | +$2.73K | 0.01% | 505 |
|
|
2021
Q1 | $20K | Hold |
452
| – | – | 0.01% | 534 |
|
|
2020
Q4 | $17K | Hold |
452
| – | – | 0.01% | 556 |
|
|
2020
Q3 | $16K | Buy |
452
+257
| +132% | +$9.1K | 0.01% | 534 |
|
|
2020
Q2 | $5K | Hold |
195
| – | – | ﹤0.01% | 588 |
|
|
2020
Q1 | $4K | Hold |
195
| – | – | ﹤0.01% | 587 |
|
|
2019
Q4 | $5K | Hold |
195
| – | – | ﹤0.01% | 607 |
|
|
2019
Q3 | $5K | Hold |
195
| – | – | ﹤0.01% | 681 |
|
|
2019
Q2 | $5K | Hold |
195
| – | – | ﹤0.01% | 640 |
|
|
2019
Q1 | $6K | Sell |
195
-227
| -54% | -$6.99K | ﹤0.01% | 614 |
|
|
2018
Q4 | $10K | Sell |
422
-1,367
| -76% | -$32.4K | ﹤0.01% | 497 |
|
|
2018
Q3 | $49K | Buy |
1,789
+955
| +115% | +$26.2K | 0.02% | 291 |
|
|
2018
Q2 | $20K | Sell |
834
-39
| -4% | -$935 | 0.01% | 469 |
|
|
2018
Q1 | $18K | Buy |
873
+39
| +5% | +$804 | 0.01% | 520 |
|
|
2017
Q4 | $19K | Hold |
834
| – | – | 0.01% | 508 |
|
|
2017
Q3 | $18K | Hold |
834
| – | – | 0.01% | 476 |
|
|
2017
Q2 | $14K | Sell |
834
-128
| -13% | -$2.15K | 0.01% | 513 |
|
|
2017
Q1 | $17K | Sell |
962
-435
| -31% | -$7.69K | 0.01% | 502 |
|
|
2016
Q4 | $22K | Buy |
1,397
+414
| +42% | +$6.52K | 0.01% | 467 |
|
|
2016
Q3 | $13K | Buy |
+983
| New | +$13K | 0.01% | 554 |
|