Prestige Wealth Management 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 | $61.8K | Sell |
504
-7
| -1% | -$858 | 0.01% | 236 |
|
2025
Q1 | $46.6K | Sell |
511
-3
| -0.6% | -$273 | 0.01% | 256 |
|
2024
Q4 | $59.2K | Buy |
514
+15
| +3% | +$1.73K | 0.01% | 241 |
|
2024
Q3 | $59.2K | Hold |
499
| – | – | 0.01% | 236 |
|
2024
Q2 | $68.8K | Sell |
499
-30
| -6% | -$4.14K | 0.01% | 205 |
|
2024
Q1 | $60.4K | Sell |
529
-57
| -10% | -$6.5K | 0.01% | 240 |
|
2023
Q4 | $44.8K | Buy |
586
+87
| +17% | +$6.66K | 0.01% | 248 |
|
2023
Q3 | $34.4K | Hold |
499
| – | – | 0.01% | 272 |
|
2023
Q2 | $27K | Hold |
499
| – | – | 0.01% | 326 |
|
2023
Q1 | $20.1K | Sell |
499
-39
| -7% | -$1.57K | 0.01% | 339 |
|
2022
Q4 | $21.6K | Sell |
538
-14
| -3% | -$563 | 0.01% | 344 |
|
2022
Q3 | $19K | Sell |
552
-51
| -8% | -$1.76K | 0.01% | 324 |
|
2022
Q2 | $27K | Buy |
603
+122
| +25% | +$5.46K | 0.01% | 290 |
|
2022
Q1 | $24K | Sell |
481
-49
| -9% | -$2.45K | 0.01% | 319 |
|
2021
Q4 | $29K | Sell |
530
-516
| -49% | -$28.2K | 0.01% | 321 |
|
2021
Q3 | $55K | Hold |
1,046
| – | – | 0.01% | 251 |
|
2021
Q2 | $53K | Hold |
1,046
| – | – | 0.01% | 240 |
|
2021
Q1 | $46K | Hold |
1,046
| – | – | 0.01% | 257 |
|
2020
Q4 | $39K | Sell |
1,046
-337
| -24% | -$12.6K | 0.01% | 271 |
|
2020
Q3 | $48K | Hold |
1,383
| – | – | 0.01% | 254 |
|
2020
Q2 | $38K | Buy |
1,383
+118
| +9% | +$3.24K | 0.01% | 255 |
|
2020
Q1 | $25K | Hold |
1,265
| – | – | 0.01% | 249 |
|
2019
Q4 | $33K | Hold |
1,265
| – | – | 0.02% | 236 |
|
2019
Q3 | $33K | Hold |
1,265
| – | – | 0.02% | 227 |
|
2019
Q2 | $33K | Hold |
1,265
| – | – | 0.02% | 223 |
|
2019
Q1 | $38K | Buy |
1,265
+529
| +72% | +$15.9K | 0.02% | 203 |
|
2018
Q4 | $29K | Buy |
+736
| New | +$29K | 0.02% | 254 |
|