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Dell Technologies shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Dell Technologies (DELL) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Dell Technologies

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All positions including Dell Technologies held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dell Technologies by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 9.8k 141.77
2025-06-30 $1.3M 11k 122.60
2025-03-31 $770k 8.4k 91.15