AWM
Adams Wealth Management’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-21,940
| Closed | -$734K | – | 92 |
|
2023
Q2 | $734K | Sell |
21,940
-140
| -0.6% | -$4.68K | 0.23% | 69 |
|
2023
Q1 | $721K | Buy |
22,080
+5,524
| +33% | +$180K | 0.23% | 71 |
|
2022
Q4 | $438K | Buy |
16,556
+5,460
| +49% | +$144K | 0.15% | 80 |
|
2022
Q3 | $286K | Sell |
11,096
-3,104
| -22% | -$80K | 0.11% | 78 |
|
2022
Q2 | $531K | Buy |
14,200
+1,120
| +9% | +$41.9K | 0.2% | 51 |
|
2022
Q1 | $648K | Sell |
13,080
-1,477
| -10% | -$73.2K | 0.21% | 38 |
|
2021
Q4 | $750K | Sell |
14,557
-6,160
| -30% | -$317K | 0.22% | 36 |
|
2021
Q3 | $1.1M | Sell |
20,717
-520
| -2% | -$27.7K | 0.42% | 17 |
|
2021
Q2 | $1.19M | Buy |
21,237
+717
| +3% | +$40.2K | 0.51% | 18 |
|
2021
Q1 | $1.31M | Sell |
20,520
-860
| -4% | -$55K | 0.6% | 15 |
|
2020
Q4 | $1.07M | Buy |
21,380
+108
| +0.5% | +$5.38K | 0.67% | 18 |
|
2020
Q3 | $1.1M | Buy |
21,272
+1,636
| +8% | +$84.7K | 0.86% | 15 |
|
2020
Q2 | $1.18M | Sell |
19,636
-129
| -0.7% | -$7.72K | 1.2% | 11 |
|
2020
Q1 | $1.07M | Sell |
19,765
-3,976
| -17% | -$215K | 1.34% | 12 |
|
2019
Q4 | $1.42M | Buy |
+23,741
| New | +$1.42M | 1.2% | 19 |
|