BCWM
Bartlett & Co Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
82,315
-6,589
| -7% | -$148K | 0.03% | 204 |
|
|
2025
Q1 | $2.02M | Sell |
88,904
-14,112
| -14% | -$320K | 0.03% | 190 |
|
|
2024
Q4 | $2.07M | Sell |
103,016
-14,471
| -12% | -$290K | 0.03% | 192 |
|
|
2024
Q3 | $2.76M | Sell |
117,487
-16,395
| -12% | -$385K | 0.04% | 168 |
|
|
2024
Q2 | $4.15M | Sell |
133,882
-8,972
| -6% | -$278K | 0.06% | 148 |
|
|
2024
Q1 | $6.31M | Sell |
142,854
-10,625
| -7% | -$469K | 0.1% | 125 |
|
|
2023
Q4 | $7.73M | Sell |
153,479
-1,363
| -0.9% | -$68.7K | 0.13% | 111 |
|
|
2023
Q3 | $5.5M | Sell |
154,842
-1,714
| -1% | -$60.9K | 0.1% | 126 |
|
|
2023
Q2 | $5.24M | Sell |
156,556
-9,610
| -6% | -$321K | 0.09% | 133 |
|
|
2023
Q1 | $5.42M | Sell |
166,166
-89,941
| -35% | -$2.94M | 0.1% | 122 |
|
|
2022
Q4 | $6.77M | Sell |
256,107
-10,220
| -4% | -$270K | 0.14% | 117 |
|
|
2022
Q3 | $6.86M | Sell |
266,327
-15,676
| -6% | -$404K | 0.15% | 108 |
|
|
2022
Q2 | $10.5M | Sell |
282,003
-37,753
| -12% | -$1.41M | 0.21% | 89 |
|
|
2022
Q1 | $15.8M | Sell |
319,756
-10,350
| -3% | -$513K | 0.28% | 79 |
|
|
2021
Q4 | $17M | Buy |
330,106
+21,493
| +7% | +$1.11M | 0.29% | 74 |
|
|
2021
Q3 | $16.4M | Sell |
308,613
-20,971
| -6% | -$1.12M | 0.31% | 72 |
|
|
2021
Q2 | $18.5M | Sell |
329,584
-39,164
| -11% | -$2.2M | 0.35% | 70 |
|
|
2021
Q1 | $23.6M | Sell |
368,748
-320,874
| -47% | -$20.5M | 0.47% | 62 |
|
|
2020
Q4 | $34.4M | Sell |
689,622
-53,071
| -7% | -$2.64M | 0.73% | 51 |
|
|
2020
Q3 | $38.5M | Sell |
742,693
-68,665
| -8% | -$3.56M | 0.9% | 41 |
|
|
2020
Q2 | $48.5M | Sell |
811,358
-5,568
| -0.7% | -$333K | 1.27% | 20 |
|
|
2020
Q1 | $44.2M | Sell |
816,926
-34,886
| -4% | -$1.89M | 1.35% | 20 |
|
|
2019
Q4 | $51M | Sell |
851,812
-7,266
| -0.8% | -$435K | 1.24% | 21 |
|
|
2019
Q3 | $44.3M | Buy |
859,078
+161,326
| +23% | +$8.31M | 1.16% | 22 |
|
|
2019
Q2 | $33.4M | Buy |
697,752
+5,884
| +0.9% | +$282K | 1.25% | 28 |
|
|
2019
Q1 | $37.2M | Sell |
691,868
-11,263
| -2% | -$605K | 1.42% | 20 |
|
|
2018
Q4 | $33M | Sell |
703,131
-8,770
| -1% | -$412K | 1.41% | 21 |
|
|
2018
Q3 | $33.7M | Sell |
711,901
-4,495
| -0.6% | -$213K | 1.26% | 23 |
|
|
2018
Q2 | $35.6M | Sell |
716,396
-6,170
| -0.9% | -$307K | 1.45% | 21 |
|
|
2018
Q1 | $37.6M | Buy |
+722,566
| New | +$37.6M | 1.55% | 18 |
|