CWA
CM Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,648
| Closed | -$219K | – | 84 |
|
|
2025
Q1 | $219K | Sell |
9,648
-464
| -5% | -$10.5K | 0.07% | 80 |
|
|
2024
Q4 | $203K | Sell |
10,112
-4,261
| -30% | -$85.4K | 0.07% | 84 |
|
|
2024
Q3 | $337K | Buy |
14,373
+3,320
| +30% | +$77.9K | 0.11% | 67 |
|
|
2024
Q2 | $342K | Buy |
+11,053
| New | +$342K | 0.16% | 53 |
|
|
2024
Q1 | – | Sell |
-9,708
| Closed | -$488K | – | 188 |
|
|
2023
Q4 | $488K | Hold |
9,708
| – | – | 0.21% | 46 |
|
|
2023
Q3 | $384K | Buy |
+9,708
| New | +$384K | 0.15% | 50 |
|
|
2023
Q2 | – | Sell |
-9,708
| Closed | -$282K | – | 297 |
|
|
2023
Q1 | $282K | Sell |
9,708
-5,848
| -38% | -$170K | 0.05% | 326 |
|
|
2022
Q4 | $411K | Sell |
15,556
-2,000
| -11% | -$52.9K | 0.21% | 46 |
|
|
2022
Q3 | $452M | Buy |
17,556
+2,000
| +13% | +$51.5M | 0.25% | 44 |
|
|
2022
Q2 | $582K | Buy |
+15,556
| New | +$582K | 0.36% | 33 |
|