Ownership history in ENZI WEALTH · 8 quarters on record
This page tracks every 13F SEC filing in which ENZI WEALTH reported a position in DELL TECHNOLOGIES INC (DELL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,662 | -1,052 | -38.8% | 0.09% | $251K | $140.65 |
| 2025 Q2 | ADDED | 2,714 | +4 | +0.1% | 0.13% | $344K | $121.14 |
| 2025 Q1 | REDUCED | 2,710 | -178 | -6.2% | 0.10% | $256K | $89.49 |
| 2024 Q4 | ADDED | 2,888 | +719 | +33.1% | 0.13% | $332K | $112.69 |
| 2024 Q3 | ADDED | 2,169 | +12 | +0.6% | 0.11% | $278K | $115.50 |
| 2024 Q2 | UNCHANGED | 2,157 | — | 0% | 0.13% | $300K | $133.91 |
| 2024 Q1 | REDUCED | 2,157 | -478 | -18.1% | 0.12% | $254K | $110.37 |
| 2023 Q4 | INITIATED | 2,635 | — | — | 0.11% | $221K | — |
As of 2025 Q4 — sorted by position size