Bell & Brown Wealth Advisors’s Intel INTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,298
| Closed | -$242K | – | 72 |
|
|
2024
Q3 | $242K | Sell |
10,298
-286
| -3% | -$6.71K | 0.09% | 64 |
|
|
2024
Q2 | $328K | Sell |
10,584
-1,001
| -9% | -$31K | 0.13% | 61 |
|
|
2024
Q1 | $512K | Sell |
11,585
-3,080
| -21% | -$136K | 0.22% | 57 |
|
|
2023
Q4 | $737K | Buy |
+14,665
| New | +$737K | 0.34% | 53 |
|
|
2023
Q2 | $569K | Buy |
17,007
+798
| +5% | +$26.7K | 0.28% | 54 |
|
|
2023
Q1 | $530K | Sell |
16,209
-3,546
| -18% | -$116K | 0.28% | 54 |
|
|
2022
Q4 | $522K | Sell |
19,755
-16,471
| -45% | -$435K | 0.29% | 56 |
|
|
2022
Q3 | $934K | Sell |
36,226
-3,397
| -9% | -$87.6K | 0.58% | 50 |
|
|
2022
Q2 | $1.48M | Buy |
39,623
+1,050
| +3% | +$39.3K | 0.79% | 50 |
|
|
2022
Q1 | $1.91M | Buy |
38,573
+1,221
| +3% | +$60.5K | 0.87% | 46 |
|
|
2021
Q4 | $1.84M | Buy |
37,352
+4,789
| +15% | +$236K | 0.89% | 45 |
|
|
2021
Q3 | $1.74M | Buy |
+32,563
| New | +$1.74M | 0.94% | 45 |
|
|
2020
Q3 | $1.56M | Sell |
29,069
-308
| -1% | -$16.5K | 1.13% | 34 |
|
|
2020
Q2 | $1.44M | Sell |
29,377
-539
| -2% | -$26.4K | 1.12% | 36 |
|
|
2020
Q1 | $1.8M | Sell |
29,916
-530
| -2% | -$31.9K | 1.67% | 24 |
|
|
2019
Q4 | $1.8M | Sell |
30,446
-945
| -3% | -$55.9K | 1.34% | 29 |
|
|
2019
Q3 | $1.58M | Buy |
31,391
+694
| +2% | +$35K | 1.3% | 33 |
|
|
2019
Q2 | $1.47M | Buy |
30,697
+299
| +1% | +$14.3K | 1.29% | 31 |
|
|
2019
Q1 | $1.63M | Buy |
30,398
+406
| +1% | +$21.8K | 1.49% | 29 |
|
|
2018
Q4 | $1.41M | Buy |
29,992
+1,202
| +4% | +$56.4K | 1.51% | 27 |
|
|
2018
Q3 | $1.35M | Buy |
28,790
+1,758
| +7% | +$82.4K | 1.25% | 33 |
|
|
2018
Q2 | $1.34M | Buy |
27,032
+2,456
| +10% | +$122K | 1.33% | 31 |
|
|
2018
Q1 | $1.28M | Sell |
24,576
-1,009
| -4% | -$52.5K | 1.35% | 31 |
|
|
2017
Q4 | $1.18M | Buy |
+25,585
| New | +$1.18M | 1.22% | 34 |
|