Spire Wealth Management’s Dell DELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $311K | Sell |
2,611
-462
| -15% | -$55K | 0.01% | 629 |
|
2025
Q1 | $280K | Sell |
3,073
-217
| -7% | -$19.8K | 0.01% | 732 |
|
2024
Q4 | $379K | Buy |
3,290
+104
| +3% | +$12K | 0.01% | 643 |
|
2024
Q3 | $378K | Buy |
3,186
+1,351
| +74% | +$160K | 0.01% | 588 |
|
2024
Q2 | $253K | Sell |
1,835
-325
| -15% | -$44.8K | 0.01% | 660 |
|
2024
Q1 | $247K | Sell |
2,160
-368
| -15% | -$42K | ﹤0.01% | 720 |
|
2023
Q4 | $210K | Buy |
2,528
+100
| +4% | +$8.32K | 0.01% | 745 |
|
2023
Q3 | $167K | Sell |
2,428
-119
| -5% | -$8.2K | 0.01% | 766 |
|
2023
Q2 | $138K | Sell |
2,547
-295
| -10% | -$16K | 0.01% | 859 |
|
2023
Q1 | $114K | Buy |
2,842
+1,113
| +64% | +$44.8K | ﹤0.01% | 922 |
|
2022
Q4 | $70K | Buy |
1,729
+100
| +6% | +$4.05K | ﹤0.01% | 866 |
|
2022
Q3 | $56K | Sell |
1,629
-650
| -29% | -$22.3K | ﹤0.01% | 910 |
|
2022
Q2 | $105K | Sell |
2,279
-939
| -29% | -$43.3K | ﹤0.01% | 1018 |
|
2022
Q1 | $162K | Buy |
3,218
+610
| +23% | +$30.7K | ﹤0.01% | 970 |
|
2021
Q4 | $146K | Sell |
2,608
-2,739
| -51% | -$153K | ﹤0.01% | 1241 |
|
2021
Q3 | $282K | Sell |
5,347
-286
| -5% | -$15.1K | 0.01% | 782 |
|
2021
Q2 | $285K | Sell |
5,633
-541
| -9% | -$27.4K | 0.01% | 792 |
|
2021
Q1 | $276K | Buy |
+6,174
| New | +$276K | 0.01% | 912 |
|