Number of Shares
4,459.00
Current Holdings Value*
$546,650.00
% of Portfolio
0.11%
Total Estimate Gain
$-240,040.70
% of Total Estimate Gain
-11.61%

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 %

Top Ranked Articles

  • 1