BWM
BerganKDV Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.94M | Buy |
87,780
+121
| +0.1% | +$4.05K | 0.29% | 66 |
|
|
2023
Q1 | $2.86M | Buy |
87,659
+10,174
| +13% | +$332K | 0.3% | 66 |
|
|
2022
Q4 | $2.05M | Sell |
77,485
-5,818
| -7% | -$154K | 0.22% | 83 |
|
|
2022
Q3 | $2.15M | Buy |
83,303
+3,137
| +4% | +$80.9K | 0.26% | 79 |
|
|
2022
Q2 | $3M | Buy |
80,166
+3,299
| +4% | +$123K | 0.34% | 65 |
|
|
2022
Q1 | $3.81M | Buy |
76,867
+2,539
| +3% | +$126K | 0.41% | 55 |
|
|
2021
Q4 | $3.83M | Buy |
74,328
+607
| +0.8% | +$31.3K | 0.4% | 52 |
|
|
2021
Q3 | $3.93M | Buy |
73,721
+2,363
| +3% | +$126K | 0.45% | 48 |
|
|
2021
Q2 | $4.01M | Buy |
71,358
+3,498
| +5% | +$196K | 0.48% | 44 |
|
|
2021
Q1 | $4.34M | Buy |
67,860
+2,077
| +3% | +$133K | 0.56% | 34 |
|
|
2020
Q4 | $3.28M | Sell |
65,783
-285
| -0.4% | -$14.2K | 0.46% | 42 |
|
|
2020
Q3 | $3.42M | Buy |
66,068
+11,843
| +22% | +$613K | 0.54% | 39 |
|
|
2020
Q2 | $3.24M | Buy |
54,225
+3,245
| +6% | +$194K | 0.56% | 39 |
|
|
2020
Q1 | $2.76M | Buy |
50,980
+9,579
| +23% | +$518K | 0.57% | 35 |
|
|
2019
Q4 | $2.48M | Buy |
41,401
+1,664
| +4% | +$99.6K | 0.44% | 50 |
|
|
2019
Q3 | $2.05M | Buy |
39,737
+3,327
| +9% | +$171K | 0.4% | 54 |
|
|
2019
Q2 | $1.74M | Buy |
36,410
+3,204
| +10% | +$153K | 0.34% | 63 |
|
|
2019
Q1 | $1.78M | Sell |
33,206
-1,247
| -4% | -$67K | 0.36% | 60 |
|
|
2018
Q4 | $1.62M | Buy |
34,453
+1,822
| +6% | +$85.5K | 0.38% | 54 |
|
|
2018
Q3 | $1.54M | Buy |
32,631
+733
| +2% | +$34.7K | 0.33% | 58 |
|
|
2018
Q2 | $1.59M | Sell |
31,898
-355
| -1% | -$17.7K | 0.35% | 55 |
|
|
2018
Q1 | $1.68M | Sell |
32,253
-1,395
| -4% | -$72.7K | 0.46% | 41 |
|
|
2017
Q4 | $1.55M | Buy |
33,648
+830
| +3% | +$38.3K | 0.37% | 49 |
|
|
2017
Q3 | $1.25M | Buy |
32,818
+2,278
| +7% | +$86.8K | 0.31% | 65 |
|
|
2017
Q2 | $1.03M | Buy |
30,540
+661
| +2% | +$22.3K | 0.29% | 59 |
|
|
2017
Q1 | $1.08M | Buy |
29,879
+1,995
| +7% | +$72K | 0.32% | 55 |
|
|
2016
Q4 | $1.01M | Buy |
27,884
+776
| +3% | +$28.1K | 0.34% | 57 |
|
|
2016
Q3 | $1.02M | Sell |
27,108
-1,699
| -6% | -$64.1K | 0.35% | 53 |
|
|
2016
Q2 | $945K | Sell |
28,807
-2,367
| -8% | -$77.6K | 0.4% | 53 |
|
|
2016
Q1 | $1.01M | Buy |
+31,174
| New | +$1.01M | 0.61% | 49 |
|