CWP
Concord Wealth Partners’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.3K | Hold |
4,210
| – | – | 0.01% | 274 |
|
|
2025
Q1 | $95.6K | Sell |
4,210
-1,767
| -30% | -$40.1K | 0.02% | 250 |
|
|
2024
Q4 | $120K | Sell |
5,977
-12,417
| -68% | -$249K | 0.02% | 238 |
|
|
2024
Q3 | $432K | Buy |
18,394
+63
| +0.3% | +$1.48K | 0.07% | 149 |
|
|
2024
Q2 | $568K | Buy |
18,331
+631
| +4% | +$19.5K | 0.1% | 127 |
|
|
2024
Q1 | $782K | Sell |
17,700
-269
| -1% | -$11.9K | 0.14% | 113 |
|
|
2023
Q4 | $903K | Sell |
17,969
-1,080
| -6% | -$54.3K | 0.18% | 97 |
|
|
2023
Q3 | $677K | Buy |
19,049
+11,313
| +146% | +$402K | 0.14% | 100 |
|
|
2023
Q2 | $259K | Sell |
7,736
-33
| -0.4% | -$1.1K | 0.06% | 170 |
|
|
2023
Q1 | $254K | Sell |
7,769
-2,751
| -26% | -$89.9K | 0.07% | 137 |
|
|
2022
Q4 | $278K | Sell |
10,520
-5,093
| -33% | -$135K | 0.08% | 131 |
|
|
2022
Q3 | $402K | Sell |
15,613
-428
| -3% | -$11K | 0.13% | 104 |
|
|
2022
Q2 | $600K | Sell |
16,041
-379
| -2% | -$14.2K | 0.16% | 88 |
|
|
2022
Q1 | $814K | Buy |
16,420
+1,497
| +10% | +$74.2K | 0.21% | 67 |
|
|
2021
Q4 | $769K | Buy |
14,923
+6,915
| +86% | +$356K | 0.19% | 64 |
|
|
2021
Q3 | $427K | Sell |
8,008
-5,438
| -40% | -$290K | 0.17% | 42 |
|
|
2021
Q2 | $755K | Buy |
13,446
+1,471
| +12% | +$82.6K | 0.22% | 44 |
|
|
2021
Q1 | $766K | Buy |
11,975
+3,745
| +46% | +$240K | 0.26% | 35 |
|
|
2020
Q4 | $410K | Buy |
+8,230
| New | +$410K | 0.32% | 37 |
|