Wingate Wealth Advisors’s Dell DELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$248K	Buy	+2,024	New	+$248K	0.22%	91
2025 Q1	–	Sell	-2,024	Closed	-$233K	–	182
2024 Q4	$233K	Buy	+2,024	New	+$233K	0.23%	87