9WM
9258 Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $356K | Sell |
15,177
-4,773
| -24% | -$112K | 0.05% | 248 |
|
|
2024
Q2 | $618K | Sell |
19,950
-2,725
| -12% | -$84.4K | 0.1% | 168 |
|
|
2024
Q1 | $1M | Buy |
22,675
+276
| +1% | +$12.2K | 0.16% | 122 |
|
|
2023
Q4 | $1.13M | Sell |
22,399
-306
| -1% | -$15.4K | 0.2% | 103 |
|
|
2023
Q3 | $807K | Buy |
22,705
+2,145
| +10% | +$76.3K | 0.16% | 125 |
|
|
2023
Q2 | $688K | Buy |
20,560
+2,736
| +15% | +$91.5K | 0.13% | 143 |
|
|
2023
Q1 | $582K | Buy |
17,824
+1,004
| +6% | +$32.8K | 0.12% | 158 |
|
|
2022
Q4 | $445K | Buy |
16,820
+749
| +5% | +$19.8K | 0.1% | 189 |
|
|
2022
Q3 | $414K | Sell |
16,071
-365
| -2% | -$9.4K | 0.11% | 188 |
|
|
2022
Q2 | $615K | Sell |
16,436
-108
| -0.7% | -$4.04K | 0.16% | 151 |
|
|
2022
Q1 | $820K | Sell |
16,544
-2,088
| -11% | -$103K | 0.19% | 132 |
|
|
2021
Q4 | $960K | Sell |
18,632
-881
| -5% | -$45.4K | 0.22% | 113 |
|
|
2021
Q3 | $1.04M | Sell |
19,513
-144
| -0.7% | -$7.68K | 0.28% | 84 |
|
|
2021
Q2 | $1.1M | Buy |
19,657
+258
| +1% | +$14.5K | 0.3% | 77 |
|
|
2021
Q1 | $1.24M | Buy |
19,399
+1,867
| +11% | +$120K | 0.37% | 57 |
|
|
2020
Q4 | $873K | Buy |
17,532
+1,996
| +13% | +$99.4K | 0.28% | 87 |
|
|
2020
Q3 | $688K | Sell |
15,536
-1,361
| -8% | -$60.3K | 0.26% | 92 |
|
|
2020
Q2 | $1.01M | Buy |
16,897
+971
| +6% | +$58.1K | 0.41% | 55 |
|
|
2020
Q1 | $947K | Sell |
15,926
-23
| -0.1% | -$1.37K | 0.42% | 59 |
|
|
2019
Q4 | $955K | Buy |
15,949
+4,601
| +41% | +$276K | 0.35% | 81 |
|
|
2019
Q3 | $585K | Sell |
11,348
-42
| -0.4% | -$2.17K | 0.46% | 77 |
|
|
2019
Q2 | $545K | Buy |
11,390
+730
| +7% | +$34.9K | 0.44% | 77 |
|
|
2019
Q1 | $572K | Buy |
10,660
+737
| +7% | +$39.5K | 0.49% | 70 |
|
|
2018
Q4 | $466K | Buy |
+9,923
| New | +$466K | 0.45% | 71 |
|