CRWM
Castle Rock Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
13,554
-310
| -2% | -$7.22K | 0.07% | 202 |
|
|
2025
Q1 | $306K | Sell |
13,864
-57
| -0.4% | -$1.26K | 0.08% | 185 |
|
|
2024
Q4 | $329K | Sell |
13,921
-684
| -5% | -$16.1K | 0.08% | 182 |
|
|
2024
Q3 | $327K | Sell |
14,605
-214
| -1% | -$4.79K | 0.08% | 191 |
|
|
2024
Q2 | $457K | Buy |
14,819
+16
| +0.1% | +$493 | 0.11% | 155 |
|
|
2024
Q1 | $449K | Sell |
14,803
-49
| -0.3% | -$1.49K | 0.12% | 153 |
|
|
2023
Q4 | $695K | Sell |
14,852
-158
| -1% | -$7.4K | 0.21% | 124 |
|
|
2023
Q3 | $542K | Buy |
15,010
+2
| +0% | +$72 | 0.18% | 132 |
|
|
2023
Q2 | $488K | Sell |
15,008
-900
| -6% | -$29.3K | 0.17% | 129 |
|
|
2023
Q1 | $479K | Sell |
15,908
-122
| -0.8% | -$3.67K | 0.17% | 128 |
|
|
2022
Q4 | $482K | Buy |
16,030
+5,878
| +58% | +$177K | 0.22% | 129 |
|
|
2022
Q3 | $254K | Sell |
10,152
-9,262
| -48% | -$232K | 0.13% | 168 |
|
|
2022
Q2 | $740K | Buy |
19,414
+3,236
| +20% | +$123K | 0.38% | 70 |
|
|
2022
Q1 | $775K | Sell |
16,178
-11,327
| -41% | -$543K | 0.36% | 75 |
|
|
2021
Q4 | $1.43M | Buy |
27,505
+21,746
| +378% | +$1.13M | 0.58% | 51 |
|
|
2021
Q3 | $297K | Sell |
5,759
-29
| -0.5% | -$1.5K | 0.1% | 206 |
|
|
2021
Q2 | $312K | Sell |
5,788
-146
| -2% | -$7.87K | 0.11% | 200 |
|
|
2021
Q1 | $371K | Sell |
5,934
-36
| -0.6% | -$2.25K | 0.15% | 184 |
|
|
2020
Q4 | $338K | Sell |
5,970
-6,982
| -54% | -$395K | 0.14% | 187 |
|
|
2020
Q3 | $693K | Buy |
12,952
+3,235
| +33% | +$173K | 0.45% | 80 |
|
|
2020
Q2 | $477K | Buy |
9,717
+4,205
| +76% | +$206K | 0.28% | 117 |
|
|
2020
Q1 | $326K | Sell |
5,512
-630
| -10% | -$37.3K | 0.28% | 91 |
|
|
2019
Q4 | $414K | Sell |
6,142
-6,878
| -53% | -$464K | 0.37% | 103 |
|
|
2019
Q3 | $760K | Buy |
13,020
+1,602
| +14% | +$93.5K | 0.79% | 34 |
|
|
2019
Q2 | $546K | Sell |
11,418
-208
| -2% | -$9.95K | 0.61% | 59 |
|
|
2019
Q1 | $1K | Buy |
+11,626
| New | +$1K | 0.04% | 23 |
|
|
2018
Q4 | – | Sell |
-8,054
| Closed | -$381K | – | 53 |
|
|
2018
Q3 | $381K | Buy |
+8,054
| New | +$381K | 0.61% | 61 |
|