EHWM
Eads & Heald Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,213
| Closed | -$223K | – | 147 |
|
|
2024
Q2 | $223K | Sell |
7,213
-11,225
| -61% | -$347K | 0.11% | 137 |
|
|
2024
Q1 | $814K | Buy |
+18,438
| New | +$814K | 0.38% | 97 |
|
|
2023
Q1 | – | Sell |
-17,570
| Closed | -$464K | – | 146 |
|
|
2022
Q4 | $464K | Sell |
17,570
-286
| -2% | -$7.55K | 0.24% | 114 |
|
|
2022
Q3 | $460K | Sell |
17,856
-2,647
| -13% | -$68.2K | 0.26% | 111 |
|
|
2022
Q2 | $767K | Sell |
20,503
-2,991
| -13% | -$112K | 0.41% | 94 |
|
|
2022
Q1 | $1.16M | Sell |
23,494
-1,340
| -5% | -$66.4K | 0.54% | 85 |
|
|
2021
Q4 | $1.28M | Sell |
24,834
-245
| -1% | -$12.6K | 0.56% | 83 |
|
|
2021
Q3 | $1.34M | Buy |
25,079
+135
| +0.5% | +$7.19K | 0.65% | 75 |
|
|
2021
Q2 | $1.4M | Buy |
24,944
+30
| +0.1% | +$1.68K | 0.68% | 74 |
|
|
2021
Q1 | $1.6M | Buy |
24,914
+294
| +1% | +$18.8K | 0.82% | 60 |
|
|
2020
Q4 | $1.23M | Sell |
24,620
-987
| -4% | -$49.2K | 0.66% | 72 |
|
|
2020
Q3 | $1.33M | Buy |
25,607
+10,625
| +71% | +$550K | 0.79% | 62 |
|
|
2020
Q2 | $896K | Buy |
14,982
+375
| +3% | +$22.4K | 0.54% | 81 |
|
|
2020
Q1 | $791K | Sell |
14,607
-184
| -1% | -$9.96K | 0.56% | 79 |
|
|
2019
Q4 | $885K | Sell |
14,791
-25
| -0.2% | -$1.5K | 0.47% | 90 |
|
|
2019
Q3 | $763K | Buy |
14,816
+668
| +5% | +$34.4K | 0.43% | 94 |
|
|
2019
Q2 | $677K | Sell |
14,148
-490
| -3% | -$23.4K | 0.38% | 98 |
|
|
2019
Q1 | $786K | Buy |
14,638
+2,325
| +19% | +$125K | 0.46% | 88 |
|
|
2018
Q4 | $578K | Buy |
+12,313
| New | +$578K | 0.39% | 97 |
|