CFA
Cahill Financial Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,108
| Closed | -$220K | – | 261 |
|
|
2024
Q2 | $220K | Sell |
7,108
-525
| -7% | -$16.3K | 0.03% | 246 |
|
|
2024
Q1 | $337K | Sell |
7,633
-893
| -10% | -$39.4K | 0.05% | 204 |
|
|
2023
Q4 | $428K | Sell |
8,526
-1,850
| -18% | -$93K | 0.06% | 172 |
|
|
2023
Q3 | $369K | Sell |
10,376
-2,147
| -17% | -$76.3K | 0.06% | 178 |
|
|
2023
Q2 | $419K | Sell |
12,523
-20,119
| -62% | -$673K | 0.07% | 176 |
|
|
2023
Q1 | $1.07M | Buy |
32,642
+21,895
| +204% | +$715K | 0.19% | 113 |
|
|
2022
Q4 | $284K | Sell |
10,747
-5,731
| -35% | -$151K | 0.05% | 191 |
|
|
2022
Q3 | $425K | Sell |
16,478
-1,394
| -8% | -$36K | 0.09% | 160 |
|
|
2022
Q2 | $669K | Buy |
17,872
+289
| +2% | +$10.8K | 0.14% | 132 |
|
|
2022
Q1 | $871K | Buy |
17,583
+3,467
| +25% | +$172K | 0.16% | 125 |
|
|
2021
Q4 | $727K | Sell |
14,116
-3,821
| -21% | -$197K | 0.14% | 132 |
|
|
2021
Q3 | $956K | Sell |
17,937
-212
| -1% | -$11.3K | 0.2% | 108 |
|
|
2021
Q2 | $1.02M | Buy |
18,149
+1,054
| +6% | +$59.2K | 0.23% | 94 |
|
|
2021
Q1 | $1.09M | Sell |
17,095
-172
| -1% | -$11K | 0.27% | 87 |
|
|
2020
Q4 | $860K | Sell |
17,267
-5,451
| -24% | -$271K | 0.22% | 91 |
|
|
2020
Q3 | $1.18M | Buy |
22,718
+342
| +2% | +$17.7K | 0.42% | 57 |
|
|
2020
Q2 | $1.34M | Buy |
22,376
+235
| +1% | +$14.1K | 0.52% | 50 |
|
|
2020
Q1 | $1.2M | Buy |
22,141
+10
| +0% | +$542 | 0.56% | 52 |
|
|
2019
Q4 | $1.33M | Buy |
22,131
+10
| +0% | +$599 | 0.48% | 56 |
|
|
2019
Q3 | $1.14M | Sell |
22,121
-792
| -3% | -$40.8K | 0.44% | 62 |
|
|
2019
Q2 | $1.1M | Sell |
22,913
-826
| -3% | -$39.5K | 0.43% | 62 |
|
|
2019
Q1 | $1.28M | Sell |
23,739
-2,057
| -8% | -$110K | 0.53% | 53 |
|
|
2018
Q4 | $1.21M | Buy |
25,796
+408
| +2% | +$19.2K | 0.61% | 48 |
|
|
2018
Q3 | $1.2M | Buy |
25,388
+9
| +0% | +$426 | 0.53% | 51 |
|
|
2018
Q2 | $1.26M | Buy |
25,379
+1,176
| +5% | +$58.5K | 0.58% | 50 |
|
|
2018
Q1 | $1.26M | Sell |
24,203
-146
| -0.6% | -$7.61K | 0.6% | 46 |
|
|
2017
Q4 | $1.12M | Buy |
24,349
+277
| +1% | +$12.8K | 0.56% | 48 |
|
|
2017
Q3 | $917K | Buy |
24,072
+254
| +1% | +$9.68K | 0.48% | 52 |
|
|
2017
Q2 | $804K | Buy |
23,818
+1,230
| +5% | +$41.5K | 0.45% | 57 |
|
|
2017
Q1 | $815K | Buy |
22,588
+800
| +4% | +$28.9K | 0.47% | 51 |
|
|
2016
Q4 | $791K | Sell |
21,788
-223
| -1% | -$8.1K | 0.48% | 53 |
|
|
2016
Q3 | $831K | Buy |
22,011
+123
| +0.6% | +$4.64K | 0.54% | 44 |
|
|
2016
Q2 | $718K | Buy |
21,888
+3,853
| +21% | +$126K | 0.5% | 52 |
|
|
2016
Q1 | $584K | Buy |
18,035
+497
| +3% | +$16.1K | 0.44% | 57 |
|
|
2015
Q4 | $605K | Hold |
17,538
| – | – | 0.49% | 53 |
|
|
2015
Q3 | $529K | Buy |
17,538
+1,250
| +8% | +$37.7K | 0.43% | 64 |
|
|
2015
Q2 | $496K | Sell |
16,288
-1,500
| -8% | -$45.7K | 0.37% | 69 |
|
|
2015
Q1 | $557K | Sell |
17,788
-100
| -0.6% | -$3.13K | 0.42% | 61 |
|
|
2014
Q4 | $650K | Sell |
17,888
-750
| -4% | -$27.3K | 0.5% | 50 |
|
|
2014
Q3 | $649K | Buy |
18,638
+300
| +2% | +$10.4K | 0.52% | 50 |
|
|
2014
Q2 | $567K | Buy |
18,338
+359
| +2% | +$11.1K | 0.44% | 51 |
|
|
2014
Q1 | $465K | Sell |
17,979
-600
| -3% | -$15.5K | 0.4% | 56 |
|
|
2013
Q4 | $483K | Buy |
+18,579
| New | +$483K | 0.42% | 61 |
|