WFA of San Diego’s Dell DELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.35K | Buy |
+11
| New | +$1.35K | ﹤0.01% | 408 |
|
2024
Q3 | $1.3K | Hold |
11
| – | – | ﹤0.01% | 381 |
|
2024
Q2 | $1.52K | Buy |
+11
| New | +$1.52K | ﹤0.01% | 373 |
|
2023
Q3 | $758 | Hold |
11
| – | – | ﹤0.01% | 368 |
|
2023
Q2 | $596 | Buy |
+11
| New | +$596 | ﹤0.01% | 367 |
|
2023
Q1 | – | Sell |
-23
| Closed | -$925 | – | 137 |
|
2022
Q4 | $925 | Buy |
+23
| New | +$925 | ﹤0.01% | 446 |
|
2022
Q3 | – | Sell |
-23
| Closed | -$1K | – | 152 |
|
2022
Q2 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 371 |
|