CWM
Concentrum Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
10,006
-2,521
| -20% | -$56.5K | 0.07% | 71 |
|
|
2025
Q1 | $284K | Buy |
+12,527
| New | +$284K | 0.11% | 65 |
|
|
2024
Q2 | – | Sell |
-6,935
| Closed | -$306K | – | 74 |
|
|
2024
Q1 | $306K | Buy |
6,935
+45
| +0.7% | +$1.99K | 0.14% | 55 |
|
|
2023
Q4 | $346K | Buy |
6,890
+96
| +1% | +$4.82K | 0.18% | 48 |
|
|
2023
Q3 | $242K | Buy |
6,794
+9
| +0.1% | +$320 | 0.15% | 55 |
|
|
2023
Q2 | $227K | Buy |
6,785
+9
| +0.1% | +$301 | 0.15% | 54 |
|
|
2023
Q1 | $221K | Buy |
+6,776
| New | +$221K | 0.16% | 55 |
|
|
2022
Q3 | – | Sell |
-6,856
| Closed | -$256K | – | 59 |
|
|
2022
Q2 | $256K | Buy |
6,856
+19
| +0.3% | +$709 | 0.21% | 45 |
|
|
2022
Q1 | $339K | Buy |
6,837
+117
| +2% | +$5.8K | 0.21% | 48 |
|
|
2021
Q4 | $346K | Sell |
6,720
-1,505
| -18% | -$77.5K | 0.18% | 48 |
|
|
2021
Q3 | $438K | Buy |
8,225
+14
| +0.2% | +$746 | 0.28% | 40 |
|
|
2021
Q2 | $461K | Buy |
8,211
+384
| +5% | +$21.6K | 0.3% | 35 |
|
|
2021
Q1 | $501K | Sell |
7,827
-1,473
| -16% | -$94.3K | 0.38% | 31 |
|
|
2020
Q4 | $463K | Sell |
9,300
-39
| -0.4% | -$1.94K | 0.37% | 28 |
|
|
2020
Q3 | $484K | Buy |
9,339
+14
| +0.2% | +$726 | 0.46% | 26 |
|
|
2020
Q2 | $558K | Sell |
9,325
-378
| -4% | -$22.6K | 0.57% | 22 |
|
|
2020
Q1 | $525K | Sell |
9,703
-436
| -4% | -$23.6K | 0.71% | 18 |
|
|
2019
Q4 | $607K | Buy |
10,139
+12
| +0.1% | +$718 | 0.68% | 18 |
|
|
2019
Q3 | $522K | Buy |
10,127
+13
| +0.1% | +$670 | 0.66% | 16 |
|
|
2019
Q2 | $484K | Buy |
10,114
+15
| +0.1% | +$718 | 0.58% | 16 |
|
|
2019
Q1 | $542K | Buy |
10,099
+12
| +0.1% | +$644 | 0.71% | 14 |
|
|
2018
Q4 | $473K | Buy |
+10,087
| New | +$473K | 0.81% | 11 |
|