EWA
Encompass Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
12,013
+300
| +3% | +$6.72K | 0.1% | 88 |
|
|
2025
Q1 | $266K | Sell |
11,713
-300
| -2% | -$6.81K | 0.11% | 87 |
|
|
2024
Q4 | $241K | Sell |
12,013
-6,880
| -36% | -$138K | 0.1% | 94 |
|
|
2024
Q3 | $443K | Buy |
18,893
+3,114
| +20% | +$73.1K | 0.11% | 159 |
|
|
2024
Q2 | $489K | Sell |
15,779
-744
| -5% | -$23K | 0.13% | 140 |
|
|
2024
Q1 | $730K | Sell |
16,523
-596
| -3% | -$26.3K | 0.19% | 108 |
|
|
2023
Q4 | $860K | Buy |
17,119
+1,004
| +6% | +$50.5K | 0.26% | 79 |
|
|
2023
Q3 | $573K | Sell |
16,115
-536
| -3% | -$19.1K | 0.19% | 98 |
|
|
2023
Q2 | $557K | Buy |
16,651
+6
| +0% | +$201 | 0.18% | 100 |
|
|
2023
Q1 | $544K | Sell |
16,645
-1,281
| -7% | -$41.8K | 0.19% | 96 |
|
|
2022
Q4 | $474K | Sell |
17,926
-134
| -0.7% | -$3.54K | 0.17% | 108 |
|
|
2022
Q3 | $465K | Sell |
18,060
-2,741
| -13% | -$70.6K | 0.18% | 107 |
|
|
2022
Q2 | $778K | Sell |
20,801
-471
| -2% | -$17.6K | 0.28% | 65 |
|
|
2022
Q1 | $1.05M | Buy |
21,272
+408
| +2% | +$20.2K | 0.27% | 64 |
|
|
2021
Q4 | $1.08M | Buy |
20,864
+241
| +1% | +$12.4K | 0.26% | 66 |
|
|
2021
Q3 | $1.1M | Buy |
20,623
+1,636
| +9% | +$87.1K | 0.29% | 65 |
|
|
2021
Q2 | $1.07M | Sell |
18,987
-1,071
| -5% | -$60.1K | 0.26% | 75 |
|
|
2021
Q1 | $1.14M | Sell |
20,058
-2,623
| -12% | -$149K | 0.29% | 70 |
|
|
2020
Q4 | $1.13M | Buy |
+22,681
| New | +$1.13M | 0.65% | 32 |
|