BHWA
Beacon Harbor Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Hold |
9,013
| – | – | 0.05% | 70 |
|
|
2025
Q1 | $205K | Buy |
+9,013
| New | +$205K | 0.05% | 72 |
|
|
2024
Q4 | – | Sell |
-10,084
| Closed | -$237K | – | 83 |
|
|
2024
Q3 | $237K | Buy |
10,084
+1,000
| +11% | +$23.5K | 0.06% | 65 |
|
|
2024
Q2 | $281K | Hold |
9,084
| – | – | 0.07% | 58 |
|
|
2024
Q1 | $401K | Hold |
9,084
| – | – | 0.11% | 57 |
|
|
2023
Q4 | $456K | Buy |
9,084
+1,471
| +19% | +$73.8K | 0.13% | 60 |
|
|
2023
Q3 | $271K | Buy |
+7,613
| New | +$271K | 0.09% | 62 |
|
|
2023
Q1 | – | Sell |
-9,209
| Closed | -$243K | – | 83 |
|
|
2022
Q4 | $243K | Buy |
+9,209
| New | +$243K | 0.08% | 70 |
|
|
2022
Q2 | $4.61M | Buy |
123,181
+49,651
| +68% | +$1.86M | 1.62% | 28 |
|
|
2022
Q1 | $3.64M | Buy |
73,530
+64,477
| +712% | +$3.2M | 1.19% | 44 |
|
|
2021
Q4 | $466K | Hold |
9,053
| – | – | 0.15% | 59 |
|
|
2021
Q3 | $482K | Hold |
9,053
| – | – | 0.17% | 55 |
|
|
2021
Q2 | $508K | Hold |
9,053
| – | – | 0.18% | 55 |
|
|
2021
Q1 | $579K | Hold |
9,053
| – | – | 0.23% | 52 |
|
|
2020
Q4 | $451K | Buy |
+9,053
| New | +$451K | 0.18% | 56 |
|