BTWM
Baker Tilly Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,279
| Closed | -$225K | – | 258 |
|
|
2024
Q2 | $225K | Sell |
7,279
-1,620
| -18% | -$50.2K | 0.09% | 245 |
|
|
2024
Q1 | $393K | Buy |
8,899
+70
| +0.8% | +$3.09K | 0.07% | 303 |
|
|
2023
Q4 | $444K | Sell |
8,829
-2,593
| -23% | -$130K | 0.07% | 304 |
|
|
2023
Q3 | $406K | Sell |
11,422
-16,649
| -59% | -$592K | 0.07% | 305 |
|
|
2023
Q2 | $939K | Buy |
28,071
+8,612
| +44% | +$288K | 0.1% | 210 |
|
|
2023
Q1 | $636K | Sell |
19,459
-13,132
| -40% | -$429K | 0.07% | 281 |
|
|
2022
Q4 | $861K | Buy |
32,591
+5,389
| +20% | +$142K | 0.11% | 215 |
|
|
2022
Q3 | $701K | Buy |
27,202
+4,527
| +20% | +$117K | 0.1% | 229 |
|
|
2022
Q2 | $848K | Buy |
22,675
+250
| +1% | +$9.35K | 0.11% | 203 |
|
|
2022
Q1 | $1.11M | Buy |
22,425
+14,201
| +173% | +$704K | 0.12% | 177 |
|
|
2021
Q4 | $424K | Sell |
8,224
-1,372
| -14% | -$70.7K | 0.05% | 384 |
|
|
2021
Q3 | $511K | Sell |
9,596
-1,530
| -14% | -$81.5K | 0.07% | 307 |
|
|
2021
Q2 | $625K | Buy |
11,126
+404
| +4% | +$22.7K | 0.1% | 226 |
|
|
2021
Q1 | $686K | Buy |
10,722
+1,281
| +14% | +$82K | 0.14% | 185 |
|
|
2020
Q4 | $470K | Buy |
+9,441
| New | +$470K | 0.15% | 158 |
|