Schechter Investment Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $470K | Buy |
5,157
+1,258
| +32% | +$115K | 0.04% | 381 |
|
|
2024
Q4 | $449K | Sell |
3,899
-148
| -4% | -$17.1K | 0.03% | 409 |
|
|
2024
Q3 | $480K | Buy |
4,047
+386
| +11% | +$45.8K | 0.04% | 404 |
|
|
2024
Q2 | $505K | Sell |
3,661
-2,755
| -43% | -$380K | 0.04% | 370 |
|
|
2024
Q1 | $732K | Sell |
6,416
-857
| -12% | -$97.8K | 0.05% | 308 |
|
|
2023
Q4 | $556K | Sell |
7,273
-42
| -0.6% | -$3.21K | 0.05% | 336 |
|
|
2023
Q3 | $504K | Buy |
7,315
+23
| +0.3% | +$1.59K | 0.05% | 338 |
|
|
2023
Q2 | $395K | Buy |
+7,292
| New | +$395K | 0.04% | 430 |
|