ATWA
Arbor Trust Wealth Advisors’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-8,976
| Closed | -$278K | – | 99 |
|
2024
Q3 | $278K | Hold |
8,976
| – | – | 0.15% | 82 |
|
2024
Q2 | $278K | Sell |
8,976
-4,008
| -31% | -$124K | 0.15% | 82 |
|
2024
Q1 | $483K | Sell |
12,984
-549
| -4% | -$20.4K | 0.27% | 65 |
|
2023
Q4 | $680K | Sell |
13,533
-75
| -0.6% | -$3.77K | 0.4% | 54 |
|
2023
Q3 | $484K | Sell |
13,608
-575
| -4% | -$20.4K | 0.32% | 61 |
|
2023
Q2 | $474K | Hold |
14,183
| – | – | 0.3% | 62 |
|
2023
Q1 | $463K | Buy |
14,183
+2,255
| +19% | +$73.7K | 0.3% | 60 |
|
2022
Q4 | $315K | Buy |
11,928
+155
| +1% | +$4.1K | 0.22% | 74 |
|
2022
Q3 | $300K | Sell |
11,773
-1,525
| -11% | -$38.9K | 0.23% | 74 |
|
2022
Q2 | $497K | Buy |
13,298
+1,518
| +13% | +$56.7K | 0.35% | 61 |
|
2022
Q1 | $584K | Sell |
11,780
-1,650
| -12% | -$81.8K | 0.35% | 58 |
|
2021
Q4 | $692K | Sell |
13,430
-5,250
| -28% | -$271K | 0.4% | 57 |
|
2021
Q3 | $995K | Sell |
18,680
-200
| -1% | -$10.7K | 0.62% | 44 |
|
2021
Q2 | $1.06M | Buy |
18,880
+1,000
| +6% | +$56.1K | 0.67% | 43 |
|
2021
Q1 | $1.15M | Hold |
17,880
| – | – | 0.76% | 42 |
|
2020
Q4 | $891K | Buy |
17,880
+190
| +1% | +$9.47K | 0.65% | 41 |
|
2020
Q3 | $916K | Sell |
17,690
-125
| -0.7% | -$6.47K | 0.79% | 36 |
|
2020
Q2 | $1.07M | Buy |
17,815
+200
| +1% | +$12K | 0.96% | 33 |
|
2020
Q1 | $953K | Sell |
17,615
-345
| -2% | -$18.7K | 1.01% | 33 |
|
2019
Q4 | $1.08M | Buy |
+17,960
| New | +$1.08M | 0.92% | 36 |
|