AWM
AllSquare Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Hold |
9,772
| – | – | 0.12% | 102 |
|
|
2025
Q1 | $222K | Hold |
9,772
| – | – | 0.13% | 98 |
|
|
2024
Q4 | $196K | Buy |
9,772
+2,070
| +27% | +$41.5K | 0.11% | 103 |
|
|
2024
Q3 | $181K | Buy |
7,702
+720
| +10% | +$16.9K | 0.1% | 112 |
|
|
2024
Q2 | $216K | Hold |
6,982
| – | – | 0.13% | 96 |
|
|
2024
Q1 | $308K | Sell |
6,982
-40
| -0.6% | -$1.77K | 0.18% | 76 |
|
|
2023
Q4 | $353K | Hold |
7,022
| – | – | 0.22% | 66 |
|
|
2023
Q3 | $250K | Sell |
7,022
-1
| -0% | -$36 | 0.16% | 87 |
|
|
2023
Q2 | $211K | Hold |
7,023
| – | – | 0.14% | 89 |
|
|
2023
Q1 | $229K | Hold |
7,023
| – | – | 0.15% | 85 |
|
|
2022
Q4 | $186K | Sell |
7,023
-96
| -1% | -$2.54K | 0.13% | 91 |
|
|
2022
Q3 | $183K | Hold |
7,119
| – | – | 0.13% | 86 |
|
|
2022
Q2 | $266K | Buy |
7,119
+96
| +1% | +$3.59K | 0.18% | 78 |
|
|
2022
Q1 | $348K | Buy |
7,023
+1
| +0% | +$50 | 0.21% | 69 |
|
|
2021
Q4 | $362K | Sell |
7,022
-25
| -0.4% | -$1.29K | 0.21% | 64 |
|
|
2021
Q3 | $375K | Hold |
7,047
| – | – | 0.22% | 54 |
|
|
2021
Q2 | $396K | Hold |
7,047
| – | – | 0.23% | 57 |
|
|
2021
Q1 | $451K | Hold |
7,047
| – | – | 0.28% | 50 |
|
|
2020
Q4 | $351K | Sell |
7,047
-1,260
| -15% | -$62.8K | 0.23% | 54 |
|
|
2020
Q3 | $430K | Sell |
8,307
-551
| -6% | -$28.5K | 0.31% | 45 |
|
|
2020
Q2 | $530K | Buy |
8,858
+1,129
| +15% | +$67.6K | 0.4% | 36 |
|
|
2020
Q1 | $418K | Hold |
7,729
| – | – | 0.36% | 40 |
|
|
2019
Q4 | $463K | Sell |
7,729
-302
| -4% | -$18.1K | 0.32% | 46 |
|
|
2019
Q3 | $414K | Sell |
8,031
-320
| -4% | -$16.5K | 0.31% | 42 |
|
|
2019
Q2 | $400K | Buy |
8,351
+186
| +2% | +$8.91K | 0.3% | 44 |
|
|
2019
Q1 | $438K | Hold |
8,165
| – | – | 0.33% | 45 |
|
|
2018
Q4 | $383K | Sell |
8,165
-2,124
| -21% | -$99.6K | 0.32% | 44 |
|
|
2018
Q3 | $487K | Buy |
10,289
+59
| +0.6% | +$2.79K | 0.36% | 41 |
|
|
2018
Q2 | $509K | Sell |
10,230
-158
| -2% | -$7.86K | 0.38% | 38 |
|
|
2018
Q1 | $541K | Sell |
10,388
-130
| -1% | -$6.77K | 0.43% | 34 |
|
|
2017
Q4 | $486K | Sell |
10,518
-37
| -0.4% | -$1.71K | 0.38% | 39 |
|
|
2017
Q3 | $402K | Buy |
+10,555
| New | +$402K | 0.33% | 43 |
|
|
2017
Q2 | – | Sell |
-9,739
| Closed | -$351K | – | 279 |
|
|
2017
Q1 | $351K | Buy |
9,739
+4,614
| +90% | +$166K | 0.31% | 43 |
|
|
2016
Q4 | $186K | Hold |
5,125
| – | – | 0.17% | 65 |
|
|
2016
Q3 | $193K | Hold |
5,125
| – | – | 0.19% | 55 |
|
|
2016
Q2 | $168K | Sell |
5,125
-25
| -0.5% | -$820 | 0.17% | 55 |
|
|
2016
Q1 | $167K | Hold |
5,150
| – | – | 0.17% | 56 |
|
|
2015
Q4 | $177K | Sell |
5,150
-25
| -0.5% | -$859 | 0.18% | 55 |
|
|
2015
Q3 | $156K | Sell |
5,175
-215
| -4% | -$6.48K | 0.16% | 54 |
|
|
2015
Q2 | $164K | Buy |
5,390
+215
| +4% | +$6.54K | 0.15% | 59 |
|
|
2015
Q1 | $162K | Hold |
5,175
| – | – | 0.15% | 60 |
|
|
2014
Q4 | $188K | Buy |
+5,175
| New | +$188K | 0.18% | 54 |
|