DWM
Defined Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
+12,510
| New | +$280K | 0.17% | 97 |
|
|
2024
Q4 | – | Sell |
-16,408
| Closed | -$385K | – | 108 |
|
|
2024
Q3 | $385K | Sell |
16,408
-2
| -0% | -$47 | 0.25% | 87 |
|
|
2024
Q2 | $508K | Sell |
16,410
-117
| -0.7% | -$3.62K | 0.35% | 61 |
|
|
2024
Q1 | $730K | Hold |
16,527
| – | – | 0.52% | 50 |
|
|
2023
Q4 | $830K | Buy |
16,527
+68
| +0.4% | +$3.42K | 0.64% | 42 |
|
|
2023
Q3 | $585K | Buy |
16,459
+102
| +0.6% | +$3.63K | 0.5% | 53 |
|
|
2023
Q2 | $547K | Buy |
16,357
+5,017
| +44% | +$168K | 0.46% | 55 |
|
|
2023
Q1 | $370K | Buy |
11,340
+1,500
| +15% | +$49K | 0.35% | 73 |
|
|
2022
Q4 | $260K | Sell |
9,840
-1,000
| -9% | -$26.4K | 0.24% | 90 |
|
|
2022
Q3 | $279K | Buy |
+10,840
| New | +$279K | 0.3% | 75 |
|
|
2022
Q2 | – | Sell |
-10,840
| Closed | -$537K | – | 92 |
|
|
2022
Q1 | $537K | Buy |
10,840
+5,700
| +111% | +$282K | 0.47% | 47 |
|
|
2021
Q4 | $265K | Sell |
5,140
-1,700
| -25% | -$87.6K | 0.22% | 85 |
|
|
2021
Q3 | $364K | Hold |
6,840
| – | – | 0.32% | 67 |
|
|
2021
Q2 | $384K | Hold |
6,840
| – | – | 0.34% | 67 |
|
|
2021
Q1 | $438K | Hold |
6,840
| – | – | 0.42% | 54 |
|
|
2020
Q4 | $341K | Buy |
+6,840
| New | +$341K | 0.34% | 63 |
|