Waverly 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 | $1.17M | Buy |
9,533
+1,002
| +12% | +$123K | 0.01% | 583 |
|
|
2025
Q1 | $778K | Buy |
8,531
+737
| +9% | +$67.2K | 0.01% | 662 |
|
|
2024
Q4 | $898K | Buy |
7,794
+2,732
| +54% | +$315K | 0.01% | 538 |
|
|
2024
Q3 | $600K | Buy |
5,062
+1,970
| +64% | +$234K | 0.01% | 547 |
|
|
2024
Q2 | $426K | Buy |
3,092
+412
| +15% | +$56.8K | 0.01% | 607 |
|
|
2024
Q1 | $306K | Buy |
+2,680
| New | +$306K | 0.01% | 567 |
|