U S Wealth Group, Llc. Dell Inc Transaction History

U S Wealth Group, Llc.

  • $153 Billion
  • Q3 2025
Number of Shares
5,079
Previous 5,048 0.61%
Holding current value
$720 Million
Previous $619 Million 16.35%
% of portfolio
0.47%
Previous 0.48%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025
BUY
N/A
31 Added 0.61%
5,079 $720 Million
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
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