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