Institute For Wealth Management, Llc. Dell Technologies Inc. Transaction History

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Dell Technologies Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 17,962 shares of DELL stock, worth $1.48 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

17,962

Previous 18,072 0.61%

Holding current value

$1.48 Million

Previous $2.08 Million 21.37%

% of portfolio

0.21%

Previous 0.26%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$90.34 - $124.66 $9,937 - $13,712	-110 Reduced 0.61%	17,962 $1.64 Million
Q4 2024 Jan 23, 2025	BUY	$111.96 - $144.21 $53,404 - $68,788	477 Added 2.71%	18,072 $2.08 Million
Q3 2024 Nov 12, 2024	BUY	$87.89 - $145.97 $5,185 - $8,612	59 Added 0.34%	17,595 $2.09 Million
Q2 2024 Jul 25, 2024	SELL	$114.87 - $179.21 $5,169 - $8,064	-45 Reduced 0.26%	17,536 $2.42 Million
Q1 2024 Apr 30, 2024	BUY	$74.79 - $124.59 $2,767 - $4,609	37 Added 0.21%	17,581 $2.01 Million
Q4 2023 Jan 31, 2024	SELL	$64.51 - $77.26 $5,870 - $7,030	-91 Reduced 0.52%	17,544 $1.34 Million
Q3 2023 Oct 13, 2023	SELL	$52.61 - $72.16 $4,577 - $6,277	-87 Reduced 0.49%	17,635 $1.22 Million
Q2 2023 Jul 25, 2023	BUY	$40.23 - $54.11 $5,350 - $7,196	133 Added 0.76%	17,722 $958,000
Q1 2023 Apr 20, 2023	SELL	$36.57 - $43.4 $4,278 - $5,077	-117 Reduced 0.66%	17,589 $707,000
Q4 2022 Feb 02, 2023	SELL	$33.69 - $44.92 $9,365 - $12,487	-278 Reduced 1.55%	17,706 $711,000
Q3 2022 Oct 18, 2022	SELL	$34.17 - $48.94 $2,767 - $3,964	-81 Reduced 0.45%	17,984 $615,000
Q2 2022 Jul 25, 2022	SELL	$40.05 - $51.28 $10,653 - $13,640	-266 Reduced 1.45%	18,065 $835,000
Q1 2022 Apr 29, 2022	SELL	$49.33 - $60.77 $7,498 - $9,237	-152 Reduced 0.82%	18,331 $920,000
Q4 2021 Jan 21, 2022	SELL	$52.55 - $58.91 $1,366 - $1,531	-26 Reduced 0.14%	18,483 $1.04 Million
Q2 2021 Jul 21, 2021	SELL	$45.15 - $52.7 $1,309 - $1,528	-29 Reduced 0.16%	18,509 $1.85 Million
Q1 2021 May 04, 2021	BUY	$36.1 - $46.26 $3,429 - $4,394	95 Added 0.52%	18,538 $1.63 Million
Q3 2020 Nov 03, 2020	BUY	$26.24 - $34.7 $6,481 - $8,570	247 Added 1.36%	18,443 $1.25 Million
Q2 2020 Jul 30, 2020	BUY	$18.47 - $27.85 $1,754 - $2,645	95 Added 0.52%	18,196 $1 Million
Q1 2020 Apr 29, 2020	BUY	$14.63 - $27.03 $4,784 - $8,838	327 Added 1.84%	18,101 $716,000
Q4 2019 Feb 27, 2020	BUY	$23.88 - $28.49 $402,640 - $480,369	16,861 Added 1846.77%	17,774 $913,000
Q4 2019 Jan 27, 2020	SELL	$23.88 - $28.49 $255,110 - $304,358	-10,683 Reduced 92.13%	913 $913,000
Q3 2019 Oct 28, 2019	SELL	$22.96 - $29.27 $15,406 - $19,640	-671 Reduced 5.47%	11,596 $601,000
Q2 2019 Aug 02, 2019	SELL	$25.66 - $35.38 $5,208 - $7,182	-203 Reduced 1.63%	12,267 $623,000
Q1 2019 May 15, 2019	SELL	$21.6 - $30.77 $2,635 - $3,753	-122 Reduced 0.97%	12,470 $732,000
Q4 2018 Feb 08, 2019	BUY	$22.45 - $29.92 $282,690 - $376,752	12,592 New	12,592 $615,000

Others Institutions Holding DELL

# of Institutions

1,439

Shares Held

227M

Call Options Held

20.2M

Put Options Held

29.6M

View Full List

About Dell Technologies Inc.

Ticker DELL
Exchange NYSE
Sector Technology
Industry Computer Hardware
Shares Outstandng 259,128,992
Market Cap $21.3B
Description
Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports information technology (IT) solutions, products, and services worldwide. The company operates through three segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware. The ISG segment provides traditional and next-generation storage...

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Institute For Wealth Management, Llc. Dell Technologies Inc. Transaction History