Williams Jones Wealth Management’s Dell DELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$28.9M Buy
2025
Q2
$10.2M Sell
2025
Q1
$7.86M Sell
2024
Q4
$18.9M Buy
2024
Q3
$11.1M Sell
2024
Q2
$15.6M Buy
2024
Q1
$1.17M Buy
2023
Q4
$511K Sell
2023
Q3
$461K Buy
2023
Q2
$362K Hold
2023
Q1
$269K Hold
2022
Q4
$269K Hold
2022
Q3
$228K Hold
2022
Q2
$309K Buy