U S Wealth Group, Llc. Dell Inc Transaction History

U S Wealth Group, Llc.

  • $128 Billion
  • Q2 2025
Number of Shares
5,048
Previous 5,523 8.6%
Holding current value
$619 Million
Previous $503 Million 22.94%
% of portfolio
0.48%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 15, 2025
SELL
N/A
-475 Reduced 8.6%
5,048 $619 Million
Q1 2025

May 15, 2025
BUY
N/A
290 Added 5.54%
5,523 $503 Million
Q4 2024

Feb 13, 2025
BUY
N/A
5,233 New
5,233 $603 Million
Track This Portfolio

Track U S Wealth Group, Llc. Portfolio

Follow U S Wealth Group, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of U S Wealth Group, Llc., based on Form 13F filings with the SEC.

News

Stay updated on U S Wealth Group, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email