Triad Wealth Partners’s Dell DELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$273K	Buy	+2,227	New	+$273K	0.06%	232
2024 Q3	–	Sell	-1,106	Closed	-$153K	–	251
2024 Q2	$153K	Buy	+1,106	New	+$153K	0.08%	111