Richards, Merrill & Peterson’s Dell DELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-60
Closed -$5.47K 263
2025
Q1
$5.47K Sell
60
-40
-40% -$4.23K ﹤0.01% 435
2024
Q4
$11.5K Buy
+100
New +$12.5K 0.01% 373

Other funds holding DELL

Richards, Merrill & Peterson's DELL Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Dell (DELL) in Q2 2025, closing a stake of 60 shares — an estimated $5.47K sold.

Richards, Merrill & Peterson first reported a position in DELL in Q4 2024 and held it in 2 quarters. The position peaked at $11.5K in Q4 2024. 1,358 funds tracked by Wall St. Rank hold DELL as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Dell position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 60 Dell shares in Q2 2025, an estimated $5.47K.
  • Richards, Merrill & Peterson first reported a position in Dell in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Dell position peaked at $11.5K in Q4 2024.
  • 1,358 funds tracked by Wall St. Rank held Dell as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.