Wealthcare Advisory 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 | $496K | Buy |
4,048
+1,436
| +55% | +$176K | 0.01% | 643 |
|
|
2025
Q1 | $238K | Buy |
2,612
+809
| +45% | +$73.7K | 0.01% | 819 |
|
|
2024
Q4 | $208K | Sell |
1,803
-282
| -14% | -$32.5K | 0.01% | 850 |
|
|
2024
Q3 | $247K | Buy |
+2,085
| New | +$247K | 0.01% | 771 |
|
|
2021
Q2 | – | Sell |
-1,793
| Closed | -$80K | – | 844 |
|
|
2021
Q1 | $80K | Buy |
+1,793
| New | +$80K | 0.01% | 731 |
|
|
2020
Q2 | – | Sell |
-124
| Closed | -$2K | – | 540 |
|
|
2020
Q1 | $2K | Hold |
124
| – | – | ﹤0.01% | 1276 |
|
|
2019
Q4 | $3K | Hold |
124
| – | – | ﹤0.01% | 1189 |
|
|
2019
Q3 | $3K | Hold |
124
| – | – | ﹤0.01% | 1140 |
|
|
2019
Q2 | $3K | Sell |
124
-2
| -2% | -$48 | ﹤0.01% | 1133 |
|
|
2019
Q1 | $4K | Buy |
126
+39
| +45% | +$1.24K | ﹤0.01% | 991 |
|
|
2018
Q4 | $2K | Sell |
87
-105
| -55% | -$2.41K | ﹤0.01% | 1064 |
|
|
2018
Q3 | $5K | Sell |
192
-4,633
| -96% | -$121K | ﹤0.01% | 981 |
|
|
2018
Q2 | $115K | Sell |
4,825
-285
| -6% | -$6.79K | 0.02% | 300 |
|
|
2018
Q1 | $105K | Buy |
5,110
+4,707
| +1,168% | +$96.7K | 0.02% | 266 |
|
|
2017
Q4 | $9K | Buy |
403
+186
| +86% | +$4.15K | ﹤0.01% | 693 |
|
|
2017
Q3 | $5K | Buy |
+217
| New | +$5K | ﹤0.01% | 634 |
|