U.S. Capital Wealth 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 | $915K | Buy |
7,461
+1,075
| +17% | +$132K | 0.03% | 443 |
|
2025
Q1 | $582K | Sell |
6,386
-18,164
| -74% | -$1.66M | 0.02% | 554 |
|
2024
Q4 | $2.83M | Buy |
24,550
+2,152
| +10% | +$248K | 0.09% | 236 |
|
2024
Q3 | $2.66M | Buy |
22,398
+6,986
| +45% | +$828K | 0.09% | 198 |
|
2024
Q2 | $2.13M | Buy |
15,412
+2,878
| +23% | +$397K | 0.08% | 230 |
|
2024
Q1 | $1.43M | Buy |
+12,534
| New | +$1.43M | 0.06% | 281 |
|
2023
Q1 | – | Sell |
-369
| Closed | -$14.8K | – | 837 |
|
2022
Q4 | $14.8K | Buy |
+369
| New | +$14.8K | ﹤0.01% | 1177 |
|