Western Wealth 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
$276K Sell
2,249
-177
-7% -$21.7K 0.02% 573
2025
Q1
$221K Sell
2,426
-358
-13% -$32.6K 0.01% 619
2024
Q4
$321K Buy
2,784
+54
+2% +$6.22K 0.02% 499
2024
Q3
$324K Buy
2,730
+843
+45% +$99.9K 0.02% 577
2024
Q2
$260K Buy
+1,887
New +$260K 0.02% 535
2022
Q3
Sell
-4,699
Closed -$218K 817
2022
Q2
$218K Buy
+4,699
New +$218K 0.01% 711