A detailed history of Ep Wealth Advisors, LLC transactions in Dell Technologies Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,865 shares of DELL stock, worth $458,157. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,865
Previous 3,346 15.51%
Holding current value
$458,157
Previous $381,000 39.9%
% of portfolio
0.01%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024

BUY
$114.87 - $179.21 $59,617 - $93,009
519 Added 15.51%
3,865 $533,000
Q1 2024

May 14, 2024

BUY
$74.79 - $124.59 $250,247 - $416,878
3,346 New
3,346 $381,000
Q3 2021

Nov 16, 2021

SELL
$46.78 - $53.41 $170,653 - $194,839
-3,648 Closed
0 $0
Q2 2021

Aug 24, 2021

SELL
$45.15 - $52.7 $270 - $316
-6 Reduced 0.16%
3,648 $364,000
Q1 2021

May 17, 2021

BUY
$36.1 - $46.26 $685 - $878
19 Added 0.52%
3,654 $322,000
Q4 2020

Feb 18, 2021

SELL
$30.54 - $37.87 $1,191 - $1,476
-39 Reduced 1.06%
3,635 $266,000
Q3 2020

Nov 17, 2020

SELL
$26.24 - $34.7 $11,571 - $15,302
-441 Reduced 10.72%
3,674 $249,000
Q2 2020

Aug 14, 2020

BUY
$18.47 - $27.85 $76,004 - $114,602
4,115 New
4,115 $226,000
Q1 2020

May 18, 2020

SELL
$14.63 - $27.03 $75,856 - $140,150
-5,185 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$23.88 - $28.49 $30,041 - $35,840
1,258 Added 32.03%
5,185 $266,000
Q3 2019

Nov 18, 2019

BUY
$22.96 - $29.27 $90,163 - $114,943
3,927 New
3,927 $204,000
Q2 2019

Aug 27, 2019

SELL
$25.66 - $35.38 $93,889 - $129,455
-3,659 Closed
0 $0
Q1 2019

May 20, 2019

BUY
$21.6 - $30.77 $79,034 - $112,587
3,659 New
3,659 $215,000

Others Institutions Holding DELL

About Dell Technologies Inc.


  • Ticker DELL
  • Exchange NYSE
  • Sector Technology
  • Industry Computer Hardware
  • Shares Outstandng 259,128,992
  • Market Cap $30.7B
  • 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...
More about DELL
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