WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
DELL holding history
Dell Technologies Inc. in every 13F filed by WR Wealth Planners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DELL overviewAll 13F holders of DELLFull Q4 2024 holdings
- Shares (Q4 2024)
- 241
- Value
- $27.8K
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 241 | $27.8K | <0.1% | +20+9.0% | Added | Holders |
| Q3 2024 | 221 | $26.2K | <0.1% | +157+245.3% | Added | Holders |
| Q2 2024 | 64 | $8.83K | <0.1% | +32+100.0% | Added | Holders |
| Q1 2024 | 32 | $3.65K | <0.1% | +32 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −83−100.0% | Sold out | Holders |
| Q3 2023 | 83 | $5.72K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 83 | $4.49K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 83 | $3.34K | <0.1% | −6,418−98.7% | Reduced | Holders |
| Q4 2022 | 6,501 | $261.5K | 0.2% | +113+1.8% | Added | Holders |
| Q3 2022 | 6,388 | $218.3K | 0.2% | +2,712+73.8% | Added | Holders |
| Q2 2022 | 3,676 | $169.9K | 0.1% | +3,676 | New | Holders |