Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$636K Sell
5,051
-28
-0.6% -$3.52K 0.42% 36
2025
Q3
$720K Buy
5,079
+31
+0.6% +$4.39K 0.47% 36
2025
Q2
$619K Sell
5,048
-475
-9% -$58.2K 0.48% 35
2025
Q1
$503K Buy
5,523
+290
+6% +$26.4K 0.4% 33
2024
Q4
$603K Buy
+5,233
New +$603K 0.46% 35

Other funds holding DELL