Transform Wealth’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.5M | Sell |
27,441
-1,342
| -5% | -$122K | 0.15% | 104 |
|
|
2024
Q4 | $3.32M | Sell |
28,783
-1,344
| -4% | -$155K | 0.18% | 98 |
|
|
2024
Q3 | $3.57M | Sell |
30,127
-1,179
| -4% | -$140K | 0.24% | 80 |
|
|
2024
Q2 | $4.32M | Sell |
31,306
-939
| -3% | -$129K | 0.32% | 73 |
|
|
2024
Q1 | $3.68M | Sell |
32,245
-3,645
| -10% | -$416K | 0.35% | 78 |
|
|
2023
Q4 | $2.75M | Sell |
35,890
-2,292
| -6% | -$175K | 0.27% | 96 |
|
|
2023
Q3 | $2.63M | Buy |
38,182
+305
| +0.8% | +$21K | 0.28% | 90 |
|
|
2023
Q2 | $2.05M | Sell |
37,877
-39
| -0.1% | -$2.11K | 0.18% | 111 |
|
|
2023
Q1 | $1.52M | Sell |
37,916
-79,603
| -68% | -$3.2M | 0.14% | 114 |
|
|
2022
Q4 | $4.73M | Sell |
117,519
-28,467
| -19% | -$1.14M | 0.53% | 63 |
|
|
2022
Q3 | $4.99M | Buy |
145,986
+43,807
| +43% | +$1.5M | 0.65% | 54 |
|
|
2022
Q2 | $4.72M | Buy |
102,179
+2,976
| +3% | +$138K | 0.7% | 52 |
|
|
2022
Q1 | $4.98M | Buy |
99,203
+7,195
| +8% | +$361K | 0.56% | 61 |
|
|
2021
Q4 | $5.17M | Buy |
92,008
+13,739
| +18% | +$772K | 0.54% | 62 |
|
|
2021
Q3 | $4.13M | Buy |
78,269
+1,032
| +1% | +$54.4K | 0.47% | 66 |
|
|
2021
Q2 | $3.9M | Buy |
+77,237
| New | +$3.9M | 0.48% | 67 |
|