CFA
Capstone Financial Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Sell |
29,759
-3,091
| -9% | -$69.2K | 0.04% | 80 |
|
|
2025
Q1 | $746K | Buy |
32,850
+250
| +0.8% | +$5.68K | 0.05% | 67 |
|
|
2024
Q4 | $654K | Sell |
32,600
-854
| -3% | -$17.1K | 0.04% | 78 |
|
|
2024
Q3 | $785K | Buy |
33,454
+8,297
| +33% | +$195K | 0.05% | 70 |
|
|
2024
Q2 | $779K | Buy |
25,157
+2,608
| +12% | +$80.8K | 0.05% | 67 |
|
|
2024
Q1 | $996K | Buy |
22,549
+97
| +0.4% | +$4.28K | 0.07% | 57 |
|
|
2023
Q4 | $1.13M | Buy |
22,452
+504
| +2% | +$25.3K | 0.08% | 50 |
|
|
2023
Q3 | $780K | Buy |
21,948
+5
| +0% | +$178 | 0.06% | 58 |
|
|
2023
Q2 | $734K | Buy |
21,943
+3,034
| +16% | +$101K | 0.06% | 59 |
|
|
2023
Q1 | $618K | Sell |
18,909
-2,179
| -10% | -$71.2K | 0.05% | 63 |
|
|
2022
Q4 | $557K | Sell |
21,088
-2,481
| -11% | -$65.6K | 0.05% | 65 |
|
|
2022
Q3 | $607K | Sell |
23,569
-98
| -0.4% | -$2.52K | 0.06% | 60 |
|
|
2022
Q2 | $885K | Buy |
23,667
+30
| +0.1% | +$1.12K | 0.08% | 52 |
|
|
2022
Q1 | $1.17M | Buy |
23,637
+177
| +0.8% | +$8.77K | 0.09% | 45 |
|
|
2021
Q4 | $1.21M | Buy |
23,460
+871
| +4% | +$44.8K | 0.09% | 43 |
|
|
2021
Q3 | $1.2M | Buy |
22,589
+4,236
| +23% | +$226K | 0.09% | 38 |
|
|
2021
Q2 | $1.03M | Buy |
18,353
+122
| +0.7% | +$6.85K | 0.08% | 40 |
|
|
2021
Q1 | $1.17M | Sell |
18,231
-1,774
| -9% | -$114K | 0.1% | 34 |
|
|
2020
Q4 | $997K | Buy |
20,005
+211
| +1% | +$10.5K | 0.09% | 36 |
|
|
2020
Q3 | $1.03M | Buy |
19,794
+10
| +0.1% | +$518 | 0.11% | 34 |
|
|
2020
Q2 | $1.18M | Sell |
19,784
-228
| -1% | -$13.6K | 0.14% | 32 |
|
|
2020
Q1 | $1.08M | Buy |
20,012
+211
| +1% | +$11.4K | 0.14% | 28 |
|
|
2019
Q4 | $1.19M | Sell |
19,801
-858
| -4% | -$51.3K | 0.17% | 33 |
|
|
2019
Q3 | $1.07M | Sell |
20,659
-27
| -0.1% | -$1.39K | 0.16% | 33 |
|
|
2019
Q2 | $990K | Sell |
20,686
-132
| -0.6% | -$6.32K | 0.16% | 34 |
|
|
2019
Q1 | $1.12M | Sell |
20,818
-116
| -0.6% | -$6.23K | 0.19% | 31 |
|
|
2018
Q4 | $982K | Sell |
20,934
-700
| -3% | -$32.8K | 0.2% | 34 |
|
|
2018
Q3 | $1.02M | Buy |
21,634
+111
| +0.5% | +$5.25K | 0.25% | 25 |
|
|
2018
Q2 | $1.07M | Sell |
21,523
-21
| -0.1% | -$1.04K | 0.32% | 24 |
|
|
2018
Q1 | $1.12M | Sell |
21,544
-1,098
| -5% | -$57.2K | 0.37% | 24 |
|
|
2017
Q4 | $1.05M | Buy |
22,642
+1,288
| +6% | +$59.4K | 0.39% | 24 |
|
|
2017
Q3 | $813K | Buy |
21,354
+9
| +0% | +$343 | 0.36% | 26 |
|
|
2017
Q2 | $720K | Buy |
21,345
+8
| +0% | +$270 | 0.35% | 27 |
|
|
2017
Q1 | $770K | Buy |
21,337
+759
| +4% | +$27.4K | 0.39% | 24 |
|
|
2016
Q4 | $746K | Buy |
20,578
+2,788
| +16% | +$101K | 0.34% | 25 |
|
|
2016
Q3 | $672K | Sell |
17,790
-1,582
| -8% | -$59.8K | 0.36% | 25 |
|
|
2016
Q2 | $635K | Buy |
19,372
+209
| +1% | +$6.85K | 0.34% | 26 |
|
|
2016
Q1 | $620K | Sell |
19,163
-3,366
| -15% | -$109K | 0.25% | 32 |
|
|
2015
Q4 | $776K | Sell |
22,529
-1,485
| -6% | -$51.2K | 0.28% | 29 |
|
|
2015
Q3 | $724K | Sell |
24,014
-4,275
| -15% | -$129K | 0.32% | 30 |
|
|
2015
Q2 | $860K | Buy |
28,289
+1,179
| +4% | +$35.8K | 0.34% | 27 |
|
|
2015
Q1 | $848K | Buy |
27,110
+2,477
| +10% | +$77.5K | 0.33% | 29 |
|
|
2014
Q4 | $894K | Buy |
24,633
+1,088
| +5% | +$39.5K | 0.28% | 27 |
|
|
2014
Q3 | $820K | Sell |
23,545
-635
| -3% | -$22.1K | 0.5% | 17 |
|
|
2014
Q2 | $747K | Buy |
24,180
+779
| +3% | +$24.1K | 0.52% | 18 |
|
|
2014
Q1 | $604K | Sell |
23,401
-447
| -2% | -$11.5K | 0.37% | 24 |
|
|
2013
Q4 | $619K | Buy |
+23,848
| New | +$619K | 0.4% | 24 |
|