WealthPlan Investment Management’s Dell DELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.31M	Buy	10,701 +2,256	+27%	+$277K	0.1%	163
2025 Q1	$770K	Buy	+8,445	New	+$770K	0.08%	146