EWA
EP Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
76,078
-5,997
| -7% | -$134K | 0.01% | 451 |
|
|
2025
Q1 | $1.86M | Sell |
82,075
-10,770
| -12% | -$245K | 0.01% | 382 |
|
|
2024
Q4 | $1.86M | Sell |
92,845
-14,790
| -14% | -$297K | 0.02% | 370 |
|
|
2024
Q3 | $2.53M | Buy |
107,635
+4,256
| +4% | +$99.8K | 0.02% | 316 |
|
|
2024
Q2 | $3.2M | Sell |
103,379
-20,052
| -16% | -$621K | 0.03% | 228 |
|
|
2024
Q1 | $5.45M | Buy |
123,431
+17,814
| +17% | +$787K | 0.06% | 162 |
|
|
2023
Q4 | $5.31M | Buy |
105,617
+12,356
| +13% | +$621K | 0.07% | 150 |
|
|
2023
Q3 | $3.32M | Sell |
93,261
-26,819
| -22% | -$953K | 0.05% | 188 |
|
|
2023
Q2 | $3.27M | Buy |
120,080
+116,578
| +3,329% | +$3.17M | 0.05% | 194 |
|
|
2023
Q1 | $253K | Sell |
3,502
-61,384
| -95% | -$4.44M | ﹤0.01% | 526 |
|
|
2022
Q4 | $1.71M | Sell |
64,886
-12,310
| -16% | -$325K | 0.03% | 229 |
|
|
2022
Q3 | $1.99M | Buy |
77,196
+6,781
| +10% | +$175K | 0.05% | 191 |
|
|
2022
Q2 | $2.63M | Sell |
70,415
-5,456
| -7% | -$204K | 0.06% | 169 |
|
|
2022
Q1 | $3.76M | Sell |
75,871
-10,051
| -12% | -$498K | 0.08% | 139 |
|
|
2021
Q4 | $4.43M | Buy |
85,922
+16,496
| +24% | +$850K | 0.1% | 115 |
|
|
2021
Q3 | $3.7M | Sell |
69,426
-5,756
| -8% | -$307K | 0.1% | 112 |
|
|
2021
Q2 | $4.22M | Buy |
75,182
+9,686
| +15% | +$544K | 0.12% | 112 |
|
|
2021
Q1 | $4.19M | Buy |
65,496
+6,598
| +11% | +$422K | 0.13% | 107 |
|
|
2020
Q4 | $2.93M | Buy |
58,898
+787
| +1% | +$39.2K | 0.1% | 106 |
|
|
2020
Q3 | $3.01M | Sell |
58,111
-3,599
| -6% | -$186K | 0.13% | 89 |
|
|
2020
Q2 | $3.69M | Buy |
61,710
+11,150
| +22% | +$667K | 0.16% | 86 |
|
|
2020
Q1 | $2.74M | Sell |
50,560
-8,603
| -15% | -$466K | 0.13% | 101 |
|
|
2019
Q4 | $3.54M | Buy |
59,163
+25
| +0% | +$1.5K | 0.15% | 97 |
|
|
2019
Q3 | $3.05M | Buy |
59,138
+107
| +0.2% | +$5.51K | 0.15% | 84 |
|
|
2019
Q2 | $2.83M | Buy |
59,031
+17,037
| +41% | +$816K | 0.18% | 64 |
|
|
2019
Q1 | $2.26M | Sell |
41,994
-397
| -0.9% | -$21.3K | 0.22% | 71 |
|
|
2018
Q4 | $1.99M | Buy |
42,391
+4,630
| +12% | +$217K | 0.15% | 82 |
|
|
2018
Q3 | $1.79M | Buy |
37,761
+17,964
| +91% | +$850K | 0.14% | 82 |
|
|
2018
Q2 | $984K | Buy |
19,797
+692
| +4% | +$34.4K | 0.09% | 83 |
|
|
2018
Q1 | $995K | Buy |
19,105
+1,490
| +8% | +$77.6K | 0.1% | 96 |
|
|
2017
Q4 | $813K | Sell |
17,615
-741
| -4% | -$34.2K | 0.09% | 89 |
|
|
2017
Q3 | $699K | Buy |
18,356
+1,456
| +9% | +$55.4K | 0.08% | 89 |
|
|
2017
Q2 | $570K | Buy |
16,900
+3,638
| +27% | +$123K | 0.07% | 99 |
|
|
2017
Q1 | $478K | Sell |
13,262
-1,963
| -13% | -$70.8K | 0.07% | 89 |
|
|
2016
Q4 | $496K | Sell |
15,225
-103
| -0.7% | -$3.36K | 0.07% | 85 |
|
|
2016
Q3 | $579K | Buy |
15,328
+1,417
| +10% | +$53.5K | 0.09% | 70 |
|
|
2016
Q2 | $456K | Buy |
13,911
+2,235
| +19% | +$73.3K | 0.07% | 83 |
|
|
2016
Q1 | $378K | Sell |
11,676
-2,627
| -18% | -$85K | 0.06% | 94 |
|
|
2015
Q4 | $493K | Buy |
14,303
+2,855
| +25% | +$98.4K | 0.08% | 90 |
|
|
2015
Q3 | $345K | Sell |
11,448
-245
| -2% | -$7.38K | 0.07% | 101 |
|
|
2015
Q2 | $356K | Sell |
11,693
-581
| -5% | -$17.7K | 0.07% | 86 |
|
|
2015
Q1 | $384K | Sell |
12,274
-156
| -1% | -$4.88K | 0.07% | 84 |
|
|
2014
Q4 | $451K | Buy |
12,430
+471
| +4% | +$17.1K | 0.07% | 88 |
|
|
2014
Q3 | $416K | Sell |
11,959
-402
| -3% | -$14K | 0.07% | 74 |
|
|
2014
Q2 | $382K | Buy |
12,361
+3,579
| +41% | +$111K | 0.09% | 71 |
|
|
2014
Q1 | $227K | Buy |
+8,782
| New | +$227K | 0.06% | 105 |
|
|
2013
Q4 | – | Sell |
-10,805
| Closed | -$248K | – | 128 |
|
|
2013
Q3 | $248K | Sell |
10,805
-6,119
| -36% | -$140K | 0.08% | 89 |
|
|
2013
Q2 | $410K | Buy |
+16,924
| New | +$410K | 0.15% | 51 |
|