XML Financial’s Dell DELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$635K	Buy	5,183 +563	+12%	+$69K	0.06%	218
2025 Q1	$421K	Buy	+4,620	New	+$421K	0.04%	243
2024 Q3	–	Sell	-1,654	Closed	-$228K	–	349
2024 Q2	$228K	Buy	+1,654	New	+$228K	0.02%	306