Beverly Hills Private Wealth’s Intel INTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,770
Closed -$272K 351
2024
Q2
$272K Sell
8,770
-1,353
-13% -$41.9K 0.06% 288
2024
Q1
$447K Sell
10,123
-303
-3% -$13.4K 0.1% 213
2023
Q4
$524K Sell
10,426
-113
-1% -$5.68K 0.14% 158
2023
Q3
$375K Sell
10,539
-3,153
-23% -$112K 0.11% 202
2023
Q2
$481K Buy
13,692
+2,827
+26% +$99.3K 0.08% 235
2023
Q1
$355K Sell
10,865
-5,099
-32% -$167K 0.11% 201
2022
Q4
$422K Buy
+15,964
New +$422K 0.18% 126