CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
12,261
-826
| -6% | -$18.5K | ﹤0.01% | 197 |
|
|
2025
Q1 | $297K | Buy |
13,087
+1,440
| +12% | +$32.7K | 0.01% | 186 |
|
|
2024
Q4 | $234K | Sell |
11,647
-3,117
| -21% | -$62.5K | ﹤0.01% | 187 |
|
|
2024
Q3 | $346K | Buy |
14,764
+21
| +0.1% | +$493 | 0.01% | 176 |
|
|
2024
Q2 | $457K | Buy |
14,743
+158
| +1% | +$4.89K | 0.01% | 165 |
|
|
2024
Q1 | $644K | Sell |
14,585
-561
| -4% | -$24.8K | 0.01% | 153 |
|
|
2023
Q4 | $761K | Buy |
15,146
+728
| +5% | +$36.6K | 0.02% | 151 |
|
|
2023
Q3 | $513K | Sell |
14,418
-520
| -3% | -$18.5K | 0.01% | 155 |
|
|
2023
Q2 | $500K | Buy |
14,938
+486
| +3% | +$16.3K | 0.01% | 156 |
|
|
2023
Q1 | $472K | Sell |
14,452
-4,478
| -24% | -$146K | 0.01% | 166 |
|
|
2022
Q4 | $500K | Buy |
18,930
+1,324
| +8% | +$35K | 0.02% | 168 |
|
|
2022
Q3 | $454K | Buy |
17,606
+316
| +2% | +$8.15K | 0.06% | 78 |
|
|
2022
Q2 | $647K | Sell |
17,290
-965
| -5% | -$36.1K | 0.03% | 153 |
|
|
2022
Q1 | $905K | Buy |
18,255
+906
| +5% | +$44.9K | 0.03% | 144 |
|
|
2021
Q4 | $893K | Sell |
17,349
-1,247
| -7% | -$64.2K | 0.03% | 130 |
|
|
2021
Q3 | $991K | Buy |
18,596
+169
| +0.9% | +$9.01K | 0.04% | 146 |
|
|
2021
Q2 | $1.03M | Sell |
18,427
-1,383
| -7% | -$77.6K | 0.04% | 146 |
|
|
2021
Q1 | $1.27M | Sell |
19,810
-1,609
| -8% | -$103K | 0.06% | 113 |
|
|
2020
Q4 | $1.07M | Sell |
21,419
-3,240
| -13% | -$161K | 0.05% | 113 |
|
|
2020
Q3 | $1.28M | Sell |
24,659
-173
| -0.7% | -$8.96K | 0.07% | 102 |
|
|
2020
Q2 | $1.49M | Buy |
+24,832
| New | +$1.49M | 0.09% | 94 |
|
|
2019
Q4 | $1.69M | Sell |
28,218
-127
| -0.4% | -$7.6K | 0.13% | 84 |
|
|
2019
Q3 | $1.46M | Buy |
+28,345
| New | +$1.46M | 0.13% | 80 |
|
|
2016
Q1 | – | Sell |
-10,878
| Closed | -$375K | – | 109 |
|
|
2015
Q4 | $375K | Buy |
+10,878
| New | +$375K | 0.06% | 105 |
|
|
2015
Q3 | – | Sell |
-10,713
| Closed | -$326K | – | 134 |
|
|
2015
Q2 | $326K | Sell |
10,713
-2,129
| -17% | -$64.8K | 0.07% | 126 |
|
|
2015
Q1 | $402K | Buy |
12,842
+339
| +3% | +$10.6K | 0.09% | 83 |
|
|
2014
Q4 | $454K | Buy |
12,503
+1,463
| +13% | +$53.1K | 0.1% | 75 |
|
|
2014
Q3 | $384K | Sell |
11,040
-918
| -8% | -$31.9K | 0.08% | 72 |
|
|
2014
Q2 | $370K | Buy |
11,958
+853
| +8% | +$26.4K | 0.07% | 76 |
|
|
2014
Q1 | $287K | Buy |
11,105
+46
| +0.4% | +$1.19K | 0.06% | 75 |
|
|
2013
Q4 | $287K | Buy |
+11,059
| New | +$287K | 0.07% | 73 |
|