Number of Shares
65,071.00
Current Holdings Value*
$5.52 Mil
% of Portfolio
2.42%
Total Estimate Gain
$7.91 Mil
% of Total Estimate Gain
107.68%

Monte Financial Group, LLC's Dell Technologies Inc Holding Summary

As of 2025-03-31, Monte Financial Group, LLC held 65,071.00 shares of Dell Technologies Inc(DELL), totaling $5.52 Mil. This investment constitutes 2.42% of their stock portfolio, and Monte Financial Group, LLC now holds 0.01% of the outstanding Dell Technologies Inc(DELL) stock.

The initial trade took place in 2023Q1. And since then Monte Financial Group, LLC has made 5 purchases of DELL, at an average price of $51.53, for a total of 142,512.00 shares. In addition, there have been 4 sales at an average price of $86.55 for 77,441.00 shares. Based on historical transaction data and DELL's current price of $131.39, Monte Financial Group, LLC's estimated gain on his DELL holdings is $7.91 Mil, reflecting a 107.68% gain to date.

Monte Financial Group, LLC DELL ($131.39) Holding Chart

Monte Financial Group, LLC DELL ($131.39) 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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