Beam Wealth Advisors’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-15,370
| Closed | -$308K | – | 105 |
|
2024
Q4 | $308K | Sell |
15,370
-1,774
| -10% | -$35.6K | 0.1% | 98 |
|
2024
Q3 | $402K | Buy |
17,144
+3,871
| +29% | +$90.8K | 0.12% | 94 |
|
2024
Q2 | $411K | Buy |
+13,273
| New | +$411K | 0.14% | 89 |
|
2022
Q1 | – | Sell |
-4,136
| Closed | -$213K | – | 89 |
|
2021
Q4 | $213K | Sell |
4,136
-1,613
| -28% | -$83.1K | 0.24% | 85 |
|
2021
Q3 | $306K | Buy |
5,749
+36
| +0.6% | +$1.92K | 0.26% | 103 |
|
2021
Q2 | $321K | Buy |
5,713
+1,307
| +30% | +$73.4K | 0.28% | 98 |
|
2021
Q1 | $282K | Buy |
+4,406
| New | +$282K | 0.25% | 99 |
|
2020
Q4 | – | Sell |
-7,229
| Closed | -$374K | – | 134 |
|
2020
Q3 | $374K | Buy |
7,229
+1,270
| +21% | +$65.7K | 0.35% | 87 |
|
2020
Q2 | $355K | Buy |
5,959
+699
| +13% | +$41.6K | 0.36% | 86 |
|
2020
Q1 | $285K | Sell |
5,260
-154
| -3% | -$8.34K | 0.28% | 111 |
|
2019
Q4 | $324K | Buy |
+5,414
| New | +$324K | 0.3% | 106 |
|