WR Wealth Planners’s Dell DELL Stock Holding History

WR Wealth Planners’s Portfolio DELL Stock Details DELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$27.8K	Buy	241 +20	+9%	+$2.51K	0.01%	408
2024 Q3	$26.2K	Buy	221 +157	+245%	+$18.3K	0.01%	440
2024 Q2	$8.83K	Buy	64 +32	+100%	+$4.29K	﹤0.01%	616
2024 Q1	$3.65K	Buy	+32	New	+$2.99K	﹤0.01%	782
2023 Q4	–	Sell	-83	Closed	-$5.72K	–	338
2023 Q3	$5.72K	Hold	83	–	–	﹤0.01%	662
2023 Q2	$4.49K	Hold	83	–	–	﹤0.01%	694
2023 Q1	$3.34K	Sell	83 -6,418	-99%	-$259K	﹤0.01%	730
2022 Q4	$261K	Buy	6,501 +113	+2%	+$4.47K	0.16%	95
2022 Q3	$218K	Buy	6,388 +2,712	+74%	+$114K	0.15%	102
2022 Q2	$170K	Buy	+3,676	New	+$174K	0.11%	106

Other funds holding DELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's DELL Position: Q4 2024 in Review

WR Wealth Planners increased its Dell (DELL) stake by 9% in Q4 2024, buying an estimated $2.51K and bringing the position to 241 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #408.

WR Wealth Planners first reported a position in DELL in Q2 2022 and has held it in 10 quarters since. The position peaked at $261K in Q4 2022. 1,305 funds tracked by Wall St. Rank hold DELL as of Q4 2024.

WR Wealth Planners held 241 shares of Dell worth $27.8K as of Q4 2024.
WR Wealth Planners bought 20 Dell shares in Q4 2024, an estimated $2.51K.
Dell made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #408 holding.
WR Wealth Planners first reported a position in Dell in Q2 2022 and has held it in 10 quarters since.
WR Wealth Planners's Dell position peaked at $261K in Q4 2022.
1,305 funds tracked by Wall St. Rank held Dell as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.