Vest Financial’s Dell DELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.02M | Sell |
8,347
-4,571
| -35% | -$560K | 0.01% | 344 |
|
2025
Q1 | $1.18M | Sell |
12,918
-12,125
| -48% | -$1.11M | 0.02% | 304 |
|
2024
Q4 | $2.89M | Buy |
25,043
+9,567
| +62% | +$1.1M | 0.05% | 126 |
|
2024
Q3 | $1.83M | Buy |
15,476
+6,432
| +71% | +$762K | 0.04% | 130 |
|
2024
Q2 | $1.25M | Sell |
9,044
-300
| -3% | -$41.4K | 0.03% | 126 |
|
2024
Q1 | $1.07M | Buy |
+9,344
| New | +$1.07M | 0.03% | 126 |
|