Independent Solutions Wealth Management, LLC DELL Holdings History
Independent Solutions Wealth Management, LLC's Dell Technologies Inc Holding Summary
As of 2025-06-30, Independent Solutions Wealth Management, LLC held 4,459.00 shares of Dell Technologies Inc(DELL), totaling $546,650.00. This investment constitutes 0.11% of their stock portfolio, and Independent Solutions Wealth Management, LLC now holds 0% of the outstanding Dell Technologies Inc(DELL) stock.
The initial trade took place in 2024Q1. And since then Independent Solutions Wealth Management, LLC has made 3 purchases of DELL, at an average price of $128.32, for a total of 16,109.00 shares. In addition, there have been 3 sales at an average price of $107.70 for 11,650.00 shares. Based on historical transaction data and DELL's current price of $128.35, Independent Solutions Wealth Management, LLC's estimated gain on his DELL holdings is $-240,040.70, reflecting a -11.61% gain to date.
Independent Solutions Wealth Management, LLC DELL ($128.35) Holding Chart
Independent Solutions Wealth Management, LLC DELL ($128.35) 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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