Number of Shares
2,974.00
Current Holdings Value*
$271,080.00
% of Portfolio
0.23%
Total Estimate Gain
$-167,574.09
% of Total Estimate Gain
-10.02%

1858 WEALTH MANAGEMENT, LLC's Dell Technologies Inc Holding Summary

As of 2025-03-31, 1858 WEALTH MANAGEMENT, LLC held 2,974.00 shares of Dell Technologies Inc(DELL), totaling $271,080.00. This investment constitutes 0.23% of their stock portfolio, and 1858 WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Dell Technologies Inc(DELL) stock.

The initial trade took place in 2024Q3. And since then 1858 WEALTH MANAGEMENT, LLC has made 2 purchases of DELL, at an average price of $123.21, for a total of 13,573.00 shares. In addition, there have been 1 sales at an average price of $105.78 for 10,599.00 shares. Based on historical transaction data and DELL's current price of $128.96, 1858 WEALTH MANAGEMENT, LLC's estimated gain on his DELL holdings is $-167,574.09, reflecting a -10.02% gain to date.

1858 WEALTH MANAGEMENT, LLC DELL ($128.96) Holding Chart

1858 WEALTH MANAGEMENT, LLC DELL ($128.96) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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