AWA
Arete Wealth Advisors’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $285K | Buy |
12,718
+3,109
| +32% | +$69.7K | 0.02% | 577 |
|
2025
Q1 | $218K | Buy |
+9,609
| New | +$218K | 0.02% | 651 |
|
2024
Q4 | – | Sell |
-8,754
| Closed | -$203K | – | 768 |
|
2024
Q3 | $203K | Buy |
+8,754
| New | +$203K | 0.02% | 650 |
|
2024
Q1 | – | Sell |
-25,857
| Closed | -$1.29M | – | 532 |
|
2023
Q4 | $1.29M | Buy |
+25,857
| New | +$1.29M | 0.1% | 203 |
|
2023
Q3 | – | Sell |
-36,270
| Closed | -$1.21M | – | 607 |
|
2023
Q2 | $1.21M | Sell |
36,270
-315
| -0.9% | -$10.5K | 0.11% | 179 |
|
2023
Q1 | $1.2M | Sell |
36,585
-3,655
| -9% | -$119K | 0.1% | 184 |
|
2022
Q4 | $1.06B | Buy |
40,240
+600
| +2% | +$15.9M | 0.09% | 187 |
|
2022
Q3 | $1.02M | Buy |
39,640
+21,755
| +122% | +$561K | 0.1% | 178 |
|
2022
Q2 | $668K | Sell |
17,885
-17,570
| -50% | -$656K | 0.07% | 197 |
|
2022
Q1 | $1.76M | Sell |
35,455
-348
| -1% | -$17.2K | 0.15% | 128 |
|
2021
Q4 | $1.87M | Buy |
35,803
+6,081
| +20% | +$318K | 0.16% | 122 |
|
2021
Q3 | $1.58M | Sell |
29,722
-202
| -0.7% | -$10.8K | 0.17% | 113 |
|
2021
Q2 | $834K | Buy |
29,924
+1,155
| +4% | +$32.2K | 0.12% | 155 |
|
2021
Q1 | $1.84M | Buy |
28,769
+1,581
| +6% | +$101K | 0.24% | 95 |
|
2020
Q4 | $1.35M | Sell |
27,188
-20,924
| -43% | -$1.04M | 0.19% | 116 |
|
2020
Q3 | $2.46M | Buy |
48,112
+933
| +2% | +$47.6K | 0.37% | 63 |
|
2020
Q2 | $2.82M | Sell |
47,179
-12,288
| -21% | -$735K | 0.49% | 44 |
|
2020
Q1 | $3.22M | Sell |
59,467
-7,285
| -11% | -$394K | 0.63% | 32 |
|
2019
Q4 | $4M | Sell |
66,752
-7,838
| -11% | -$469K | 0.69% | 27 |
|
2019
Q3 | $3.84M | Buy |
74,590
+11,444
| +18% | +$590K | 0.73% | 24 |
|
2019
Q2 | $3.02M | Buy |
63,146
+15,513
| +33% | +$743K | 0.59% | 39 |
|
2019
Q1 | $2.56M | Buy |
47,633
+4,511
| +10% | +$242K | 0.53% | 48 |
|
2018
Q4 | $2.02M | Buy |
43,122
+14,289
| +50% | +$671K | 0.49% | 56 |
|
2018
Q3 | $1.36M | Sell |
28,833
-2,553
| -8% | -$121K | 0.3% | 75 |
|
2018
Q2 | $1.56M | Buy |
31,386
+6,544
| +26% | +$325K | 0.37% | 64 |
|
2018
Q1 | $1.29M | Buy |
24,842
+4,731
| +24% | +$245K | 0.43% | 48 |
|
2017
Q4 | $929K | Buy |
20,111
+3,447
| +21% | +$159K | 0.3% | 85 |
|
2017
Q3 | $635K | Buy |
16,664
+767
| +5% | +$29.2K | 0.25% | 126 |
|
2017
Q2 | $536K | Buy |
15,897
+5,791
| +57% | +$195K | 0.24% | 113 |
|
2017
Q1 | $365K | Buy |
10,106
+1,429
| +16% | +$51.6K | 0.16% | 133 |
|
2016
Q4 | $315K | Buy |
+8,677
| New | +$315K | 0.15% | 126 |
|
2014
Q3 | – | Sell |
-25,163
| Closed | -$778K | – | 141 |
|
2014
Q2 | $778K | Sell |
25,163
-37,716
| -60% | -$1.17M | 0.61% | 41 |
|
2014
Q1 | $1.62M | Sell |
62,879
-3,459
| -5% | -$89.3K | 1.51% | 14 |
|
2013
Q4 | $1.72M | Buy |
+66,338
| New | +$1.72M | 1.7% | 13 |
|