Sequoia Financial Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96M | Buy |
40,483
+5,434
| +16% | +$666K | 0.03% | 279 |
|
|
2025
Q1 | $3.19M | Sell |
35,049
-564
| -2% | -$51.4K | 0.02% | 344 |
|
|
2024
Q4 | $4.1M | Buy |
35,613
+1,469
| +4% | +$169K | 0.04% | 275 |
|
|
2024
Q3 | $4.05M | Buy |
34,144
+17,183
| +101% | +$2.04M | 0.04% | 240 |
|
|
2024
Q2 | $2.34M | Buy |
16,961
+3,446
| +25% | +$475K | 0.03% | 297 |
|
|
2024
Q1 | $1.54M | Buy |
13,515
+1,051
| +8% | +$120K | 0.02% | 376 |
|
|
2023
Q4 | $954K | Buy |
12,464
+8,543
| +218% | +$654K | 0.01% | 539 |
|
|
2023
Q3 | $270K | Buy |
3,921
+188
| +5% | +$13K | ﹤0.01% | 726 |
|
|
2023
Q2 | $202K | Buy |
+3,733
| New | +$202K | ﹤0.01% | 862 |
|
|
2017
Q2 | – | Sell |
-26,582
| Closed | -$478K | – | 286 |
|
|
2017
Q1 | $478K | Sell |
26,582
-6,777
| -20% | -$122K | 0.06% | 142 |
|
|
2016
Q4 | $515K | Sell |
33,359
-869
| -3% | -$13.4K | 0.07% | 133 |
|
|
2016
Q3 | $459K | Buy |
+34,228
| New | +$459K | 0.09% | 123 |
|