SOA Wealth Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.3K | Sell |
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|
2025
Q2 | $37.3K | Buy |
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|
2025
Q1 | $26.3K | Buy |
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|
2024
Q4 | $33.1K | Buy |
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|
2024
Q3 | $34K | Sell |
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|
2024
Q2 | $77.3K | Buy |
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|
2024
Q1 | $32.5K | Buy |
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|
2023
Q4 | $21.7K | Buy |
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|
2023
Q3 | $19.5K | Sell |
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|
2023
Q2 | $16.8K | Sell |
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|
2023
Q1 | $18.9K | Sell |
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|
2022
Q4 | $20K | Buy |
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|
2022
Q3 | $16K | Sell |
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|
2022
Q2 | $23K | Buy |
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|
2022
Q1 | $25K | Sell |
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|
2021
Q4 | $29K | Sell |
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|
2021
Q3 | $53K | Buy |
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|
2021
Q2 | $39K | Sell |
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|
2021
Q1 | $47K | Buy |
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|
2020
Q4 | $41K | Buy |
|