EnRich Financial Partners’s Intel INTC Stock Holding History

EnRich Financial Partners’s Portfolio INTC Stock Details INTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,500	Closed	-$50.1K	–	135
2024 Q4	$50.1K	Sell	2,500 -383	-13%	-$8.63K	0.02%	108
2024 Q3	$67.6K	Hold	2,883	–	–	0.02%	97
2024 Q2	$89.3K	Sell	2,883 -100	-3%	-$3.28K	0.03%	78
2024 Q1	$132K	Buy	+2,983	New	+$133K	0.05%	61

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UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EnRich Financial Partners's INTC Position: Q1 2025 in Review

EnRich Financial Partners sold out of Intel (INTC) in Q1 2025, closing a stake of 2,500 shares — an estimated $50.1K sold.

EnRich Financial Partners first reported a position in INTC in Q1 2024 and held it in 4 quarters. The position peaked at $132K in Q1 2024. 2,077 funds tracked by Wall St. Rank hold INTC as of Q1 2025.

EnRich Financial Partners reported no remaining Intel position as of Q1 2025 after selling out during the quarter.
EnRich Financial Partners sold 2,500 Intel shares in Q1 2025, an estimated $50.1K.
EnRich Financial Partners first reported a position in Intel in Q1 2024 and held it in 4 quarters.
EnRich Financial Partners's Intel position peaked at $132K in Q1 2024.
2,077 funds tracked by Wall St. Rank held Intel as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.