Ritholtz Wealth Management’s Dell DELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.3M Sell
18,785
-4,894
-21% -$600K 0.05% 259
2025
Q1
$2.16M Sell
23,679
-3,957
-14% -$361K 0.06% 235
2024
Q4
$3.18M Sell
27,636
-2,499
-8% -$288K 0.09% 141
2024
Q3
$3.57M Sell
30,135
-612
-2% -$72.5K 0.11% 129
2024
Q2
$4.24M Buy
30,747
+892
+3% +$123K 0.14% 90
2024
Q1
$3.41M Buy
29,855
+804
+3% +$91.7K 0.12% 121
2023
Q4
$2.22M Buy
29,051
+67
+0.2% +$5.13K 0.09% 151
2023
Q3
$2M Sell
28,984
-4,274
-13% -$294K 0.09% 146
2023
Q2
$1.8M Buy
33,258
+1,970
+6% +$107K 0.08% 159
2023
Q1
$1.26M Sell
31,288
-9,528
-23% -$383K 0.06% 206
2022
Q4
$1.64M Buy
40,816
+13,432
+49% +$540K 0.09% 156
2022
Q3
$936K Sell
27,384
-8,357
-23% -$286K 0.05% 259
2022
Q2
$1.65M Buy
35,741
+9,475
+36% +$438K 0.1% 121
2022
Q1
$1.32M Buy
26,266
+5,886
+29% +$295K 0.09% 140
2021
Q4
$1.15M Sell
20,380
-6,607
-24% -$371K 0.07% 144
2021
Q3
$1.42M Buy
26,987
+2,194
+9% +$116K 0.1% 100
2021
Q2
$1.25M Buy
24,793
+8,532
+52% +$431K 0.09% 107
2021
Q1
$727K Buy
16,261
+6,094
+60% +$272K 0.06% 150
2020
Q4
$378K Buy
10,167
+3,733
+58% +$139K 0.04% 212
2020
Q3
$221K Buy
+6,434
New +$221K 0.02% 254