Rothschild Investment LLC’s Dell DELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $61.2K | Buy |
499
+266
| +114% | +$32.6K | ﹤0.01% | 738 |
|
2025
Q1 | $21.2K | Buy |
233
+97
| +71% | +$8.84K | ﹤0.01% | 983 |
|
2024
Q4 | $15.7K | Buy |
136
+20
| +17% | +$2.31K | ﹤0.01% | 1063 |
|
2024
Q3 | $13.8K | Buy |
116
+17
| +17% | +$2.02K | ﹤0.01% | 1086 |
|
2024
Q2 | $13.7K | Hold |
99
| – | – | ﹤0.01% | 1053 |
|
2024
Q1 | $11.3K | Hold |
99
| – | – | ﹤0.01% | 1035 |
|
2023
Q4 | $7.57K | Buy |
+99
| New | +$7.57K | ﹤0.01% | 1028 |
|
2017
Q2 | – | Sell |
-11,402
| Closed | -$205K | – | 473 |
|
2017
Q1 | $205K | Buy |
+11,402
| New | +$205K | 0.02% | 421 |
|