Congress Wealth Management’s Intel INTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10.4M	Buy	463,356 +92,115	+25%	+$1.91M	0.1%	238
2025 Q1	$8.45M	Buy	371,241 +20,529	+6%	+$449K	0.1%	234
2024 Q4	$7.03M	Sell	350,712 -121,125	-26%	-$2.73M	0.1%	241
2024 Q3	$11.1M	Buy	471,837 +311,653	+195%	+$7.78M	0.15%	197
2024 Q2	$4.96M	Buy	160,184 +146,151	+1,041%	+$4.79M	0.08%	249
2024 Q1	$620K	Sell	14,033 -5,128	-27%	-$228K	0.01%	431
2023 Q4	$963K	Buy	19,161 +2,616	+16%	+$106K	0.02%	397
2023 Q3	$588K	Buy	16,545 +3,989	+32%	+$139K	0.01%	441
2023 Q2	$420K	Sell	12,556 -2,249	-15%	-$70.6K	0.01%	439
2023 Q1	$484K	Sell	14,805 -1,827	-11%	-$51.8K	0.01%	422
2022 Q4	$440K	Sell	16,632 -1,777	-10%	-$49.4K	0.01%	424
2022 Q3	$475K	Sell	18,409 -779	-4%	-$26.6K	0.01%	412
2022 Q2	$719K	Sell	19,188 -2,193	-10%	-$94.9K	0.02%	370
2022 Q1	$1.06M	Buy	+21,381	New	+$1.06M	0.02%	345