Carson Wealth (CWM LLC)’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
487,751
+138,786
| +40% | +$3.11M | 0.04% | 373 |
|
|
2025
Q1 | $7.93M | Buy |
348,965
+71,088
| +26% | +$1.61M | 0.03% | 403 |
|
|
2024
Q4 | $5.57M | Buy |
277,877
+117,327
| +73% | +$2.35M | 0.02% | 451 |
|
|
2024
Q3 | $3.77M | Sell |
160,550
-152,390
| -49% | -$3.58M | 0.02% | 510 |
|
|
2024
Q2 | $9.69M | Sell |
312,940
-623,994
| -67% | -$19.3M | 0.05% | 299 |
|
|
2024
Q1 | $41.4M | Sell |
936,934
-61,983
| -6% | -$2.74M | 0.2% | 98 |
|
|
2023
Q4 | $50.2M | Sell |
998,917
-81,947
| -8% | -$4.12M | 0.27% | 73 |
|
|
2023
Q3 | $38.4M | Sell |
1,080,864
-42,903
| -4% | -$1.53M | 0.24% | 78 |
|
|
2023
Q2 | $37.6M | Sell |
1,123,767
-17,493
| -2% | -$585K | 0.23% | 78 |
|
|
2023
Q1 | $37.3M | Buy |
1,141,260
+38,740
| +4% | +$1.27M | 0.25% | 74 |
|
|
2022
Q4 | $29.1M | Buy |
1,102,520
+160,860
| +17% | +$4.25M | 0.21% | 98 |
|
|
2022
Q3 | $24.3M | Buy |
941,660
+175,679
| +23% | +$4.53M | 0.19% | 108 |
|
|
2022
Q2 | $28.7M | Buy |
765,981
+76,260
| +11% | +$2.85M | 0.22% | 93 |
|
|
2022
Q1 | $34.2M | Buy |
689,721
+109,095
| +19% | +$5.41M | 0.24% | 77 |
|
|
2021
Q4 | $29.9M | Buy |
+580,626
| New | +$29.9M | 0.21% | 97 |
|
|
2021
Q2 | $30.1M | Hold |
535,320
| – | – | 0.24% | 77 |
|
|
2021
Q1 | $30.1M | Hold |
535,320
| – | – | 0.24% | 77 |
|
|
2020
Q4 | $30.1M | Hold |
535,320
| – | – | 0.24% | 77 |
|
|
2020
Q3 | $30.1M | Hold |
535,320
| – | – | 0.24% | 77 |
|
|
2020
Q2 | $30.1M | Hold |
535,320
| – | – | 0.24% | 77 |
|
|
2020
Q1 | $30.1M | Hold |
535,320
| – | – | 0.24% | 77 |
|
|
2019
Q4 | $30.1M | Hold |
535,320
| – | – | 0.24% | 77 |
|
|
2019
Q3 | $30.1M | Hold |
535,320
| – | – | 0.24% | 77 |
|
|
2019
Q2 | $30.1M | Hold |
535,320
| – | – | 0.24% | 77 |
|
|
2019
Q1 | $30.1M | Buy |
535,320
+508,407
| +1,889% | +$28.5M | 0.24% | 77 |
|
|
2018
Q4 | $1.26M | Buy |
26,913
+2,597
| +11% | +$122K | 0.03% | 336 |
|
|
2018
Q3 | $1.15M | Buy |
24,316
+8,143
| +50% | +$385K | 0.03% | 308 |
|
|
2018
Q2 | $804K | Buy |
16,173
+2,790
| +21% | +$139K | 0.03% | 288 |
|
|
2018
Q1 | $697K | Sell |
13,383
-1,293
| -9% | -$67.3K | 0.03% | 259 |
|
|
2017
Q4 | $677K | Sell |
14,676
-2,240
| -13% | -$103K | 0.03% | 251 |
|
|
2017
Q3 | $644K | Sell |
16,916
-9,927
| -37% | -$378K | 0.03% | 231 |
|
|
2017
Q2 | $906K | Sell |
26,843
-2,146
| -7% | -$72.4K | 0.05% | 205 |
|
|
2017
Q1 | $1.05M | Sell |
28,989
-117,727
| -80% | -$4.25M | 0.06% | 184 |
|
|
2016
Q4 | $5.32M | Buy |
146,716
+4,178
| +3% | +$152K | 0.33% | 83 |
|
|
2016
Q3 | $5.38M | Sell |
142,538
-4,531
| -3% | -$171K | 0.37% | 80 |
|
|
2016
Q2 | $4.82M | Buy |
147,069
+933
| +0.6% | +$30.6K | 0.35% | 88 |
|
|
2016
Q1 | $4.73M | Sell |
146,136
-12,122
| -8% | -$392K | 0.42% | 76 |
|
|
2015
Q4 | $5.45M | Buy |
158,258
+235
| +0.1% | +$8.1K | 0.53% | 68 |
|
|
2015
Q3 | $4.76M | Buy |
158,023
+20,779
| +15% | +$626K | 0.48% | 74 |
|
|
2015
Q2 | $4.17M | Buy |
137,244
+21,263
| +18% | +$647K | 0.4% | 95 |
|
|
2015
Q1 | $3.63M | Sell |
115,981
-17,649
| -13% | -$552K | 0.37% | 101 |
|
|
2014
Q4 | $4.85M | Buy |
133,630
+17,264
| +15% | +$626K | 0.59% | 57 |
|
|
2014
Q3 | $4.05M | Sell |
116,366
-1,349
| -1% | -$47K | 0.59% | 53 |
|
|
2014
Q2 | $3.64M | Buy |
117,715
+26,377
| +29% | +$815K | 0.65% | 45 |
|
|
2014
Q1 | $2.36M | Buy |
91,338
+24,180
| +36% | +$624K | 0.32% | 59 |
|
|
2013
Q4 | $1.74M | Buy |
67,158
+38,838
| +137% | +$1.01M | 0.27% | 60 |
|
|
2013
Q3 | $649K | Buy |
+28,320
| New | +$649K | 0.17% | 78 |
|