AWM
Avitas Wealth Management’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-40,372
| Closed | -$1.78M | – | 208 |
|
2024
Q1 | $1.78M | Buy |
+40,372
| New | +$1.78M | 0.27% | 98 |
|
2022
Q2 | – | Sell |
-77,514
| Closed | -$3.84M | – | 208 |
|
2022
Q1 | $3.84M | Buy |
+77,514
| New | +$3.84M | 0.69% | 37 |
|
2019
Q2 | – | Sell |
-34,128
| Closed | -$1.83M | – | 171 |
|
2019
Q1 | $1.83M | Buy |
34,128
+311
| +0.9% | +$16.7K | 0.53% | 82 |
|
2018
Q4 | $1.59M | Sell |
33,817
-56,085
| -62% | -$2.63M | 0.52% | 83 |
|
2018
Q3 | $4.25M | Buy |
89,902
+52,168
| +138% | +$2.47M | 1.21% | 18 |
|
2018
Q2 | $1.88M | Buy |
+37,734
| New | +$1.88M | 0.58% | 82 |
|