CWM
CarsonAllaria Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8K | Hold |
528
| – | – | 0.01% | 241 |
|
|
2025
Q1 | $12K | Sell |
528
-1,980
| -79% | -$45K | 0.01% | 241 |
|
|
2024
Q4 | $50.3K | Hold |
2,508
| – | – | 0.03% | 130 |
|
|
2024
Q3 | $58.9K | Hold |
2,508
| – | – | 0.03% | 123 |
|
|
2024
Q2 | $77.7K | Buy |
2,508
+1
| +0% | +$31 | 0.05% | 108 |
|
|
2024
Q1 | $111K | Buy |
2,507
+410
| +20% | +$18.1K | 0.07% | 93 |
|
|
2023
Q4 | $105K | Hold |
2,097
| – | – | 0.08% | 86 |
|
|
2023
Q3 | $74.5K | Buy |
2,097
+1
| +0% | +$36 | 0.06% | 100 |
|
|
2023
Q2 | $70.1K | Hold |
2,096
| – | – | 0.06% | 98 |
|
|
2023
Q1 | $68.5K | Buy |
2,096
+2,002
| +2,130% | +$65.4K | 0.06% | 100 |
|
|
2022
Q4 | $3K | Hold |
94
| – | – | ﹤0.01% | 265 |
|
|
2022
Q3 | $2K | Buy |
94
+2
| +2% | +$43 | ﹤0.01% | 281 |
|
|
2022
Q2 | $3K | Hold |
92
| – | – | ﹤0.01% | 264 |
|
|
2022
Q1 | $5K | Buy |
92
+1
| +1% | +$54 | ﹤0.01% | 247 |
|
|
2021
Q4 | $5K | Buy |
+91
| New | +$5K | ﹤0.01% | 267 |
|