CWS
Confluence Wealth Services’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
17,261
-627
| -4% | -$14K | 0.02% | 277 |
|
|
2025
Q1 | $368K | Sell |
17,888
-3,603
| -17% | -$74.2K | 0.02% | 268 |
|
|
2024
Q4 | $464K | Sell |
21,491
-15,188
| -41% | -$328K | 0.03% | 228 |
|
|
2024
Q3 | $860K | Sell |
36,679
-10,175
| -22% | -$239K | 0.06% | 163 |
|
|
2024
Q2 | $1.45M | Buy |
46,854
+1,106
| +2% | +$34.3K | 0.12% | 104 |
|
|
2024
Q1 | $2.02M | Buy |
45,748
+7,243
| +19% | +$320K | 0.18% | 72 |
|
|
2023
Q4 | $1.93M | Sell |
38,505
-572
| -1% | -$28.7K | 0.21% | 66 |
|
|
2023
Q3 | $1.39M | Buy |
39,077
+1,952
| +5% | +$69.4K | 0.27% | 67 |
|
|
2023
Q2 | $1.24M | Sell |
37,125
-381
| -1% | -$12.7K | 0.26% | 74 |
|
|
2023
Q1 | $1.23M | Sell |
37,506
-6,400
| -15% | -$209K | 0.29% | 71 |
|
|
2022
Q4 | $1.16M | Sell |
43,906
-3,195
| -7% | -$84.4K | 0.3% | 64 |
|
|
2022
Q3 | $1.21M | Sell |
47,101
-10,145
| -18% | -$261K | 0.51% | 57 |
|
|
2022
Q2 | $2.04M | Buy |
57,246
+15,871
| +38% | +$565K | 0.9% | 21 |
|
|
2022
Q1 | $2.05M | Buy |
41,375
+5
| +0% | +$248 | 0.74% | 27 |
|
|
2021
Q4 | $2.13M | Buy |
+41,370
| New | +$2.13M | 0.69% | 26 |
|