Wealthspire Advisors (New York)’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
+2,375
| New | +$291K | ﹤0.01% | 676 |
|
|
2025
Q1 | – | Sell |
-2,396
| Closed | -$276K | – | 802 |
|
|
2024
Q4 | $276K | Sell |
2,396
-1,128
| -32% | -$130K | ﹤0.01% | 663 |
|
|
2024
Q3 | $418K | Buy |
3,524
+1,183
| +51% | +$140K | ﹤0.01% | 538 |
|
|
2024
Q2 | $323K | Sell |
2,341
-201
| -8% | -$27.7K | ﹤0.01% | 523 |
|
|
2024
Q1 | $290K | Buy |
+2,542
| New | +$290K | ﹤0.01% | 528 |
|