Strategic 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
Q2 | – | Sell |
-6,874
| Closed | -$627K | – | 239 |
|
|
2025
Q1 | $627K | Sell |
6,874
-4,146
| -38% | -$378K | 0.07% | 140 |
|
|
2024
Q4 | $1.27M | Sell |
11,020
-1,325
| -11% | -$153K | 0.13% | 89 |
|
|
2024
Q3 | $1.46M | Sell |
12,345
-252
| -2% | -$29.9K | 0.16% | 85 |
|
|
2024
Q2 | $1.74M | Sell |
12,597
-178
| -1% | -$24.5K | 0.21% | 69 |
|
|
2024
Q1 | $1.46M | Sell |
12,775
-1,387
| -10% | -$158K | 0.19% | 79 |
|
|
2023
Q4 | $1.08M | Sell |
14,162
-1,296
| -8% | -$99.1K | 0.16% | 88 |
|
|
2023
Q3 | $1.07M | Sell |
15,458
-2,022
| -12% | -$139K | 0.18% | 87 |
|
|
2023
Q2 | $946K | Buy |
+17,480
| New | +$946K | 0.13% | 75 |
|