Dell Technologies shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Dell Technologies (DELL) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Dell Technologies
Tip: Access up to 7 years of quarterly data
All positions including Dell Technologies held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dell Technologies by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 20k | 147.38 |
| 2025-06-30 | $2.1M | 17k | 122.60 |
| 2025-03-31 | $1.6M | 18k | 91.15 |
| 2024-12-31 | $1.8M | 15k | 115.24 |
| 2024-09-30 | $1.8M | 15k | 118.54 |
| 2024-06-30 | $1.7M | 12k | 137.91 |
| 2024-03-31 | $266k | 2.3k | 114.11 |