CTWM
Cherry Tree Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-680
| Closed | -$15.4K | – | 674 |
|
|
2025
Q1 | $15.4K | Hold |
680
| – | – | ﹤0.01% | 376 |
|
|
2024
Q4 | $13.6K | Sell |
680
-561
| -45% | -$11.2K | ﹤0.01% | 377 |
|
|
2024
Q3 | $29.1K | Hold |
1,241
| – | – | 0.01% | 301 |
|
|
2024
Q2 | $38.4K | Sell |
1,241
-554
| -31% | -$17.2K | 0.01% | 277 |
|
|
2024
Q1 | $79.3K | Hold |
1,795
| – | – | 0.02% | 221 |
|
|
2023
Q4 | $90.2K | Hold |
1,795
| – | – | 0.02% | 207 |
|
|
2023
Q3 | $63.8K | Hold |
1,795
| – | – | 0.02% | 217 |
|
|
2023
Q2 | $60K | Buy |
+1,795
| New | +$60K | 0.02% | 219 |
|