CSWM
Cassady Schiller Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $47.9K | Sell |
2,389
-17
| -0.7% | -$341 | 0.02% | 207 |
|
|
2024
Q3 | $56.4K | Buy |
2,406
+1,012
| +73% | +$23.7K | 0.02% | 196 |
|
|
2024
Q2 | $43.2K | Sell |
1,394
-1,020
| -42% | -$31.6K | 0.02% | 211 |
|
|
2024
Q1 | $107K | Buy |
2,414
+985
| +69% | +$43.5K | 0.05% | 150 |
|
|
2023
Q4 | $71.8K | Buy |
1,429
+1
| +0.1% | +$50 | 0.04% | 176 |
|
|
2023
Q3 | $50.8K | Sell |
1,428
-467
| -25% | -$16.6K | 0.03% | 194 |
|
|
2023
Q2 | $63.4K | Buy |
1,895
+274
| +17% | +$9.16K | 0.03% | 173 |
|
|
2023
Q1 | $53K | Sell |
1,621
-1,961
| -55% | -$64.1K | 0.02% | 190 |
|
|
2022
Q4 | $94.7K | Buy |
+3,582
| New | +$94.7K | 0.06% | 135 |
|
|
2022
Q2 | – | Sell |
-5,117
| Closed | -$254K | – | 109 |
|
|
2022
Q1 | $254K | Buy |
5,117
+3
| +0.1% | +$149 | 0.12% | 93 |
|
|
2021
Q4 | $263K | Buy |
+5,114
| New | +$263K | 0.16% | 82 |
|