EWM
EPG Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,855
| Closed | -$442K | – | 431 |
|
|
2024
Q3 | $442K | Buy |
+18,855
| New | +$442K | 0.11% | 173 |
|
|
2024
Q2 | – | Sell |
-20,510
| Closed | -$906K | – | 150 |
|
|
2024
Q1 | $906K | Sell |
20,510
-708
| -3% | -$31.3K | 0.22% | 118 |
|
|
2023
Q4 | $916K | Buy |
+21,218
| New | +$916K | 0.24% | 107 |
|
|
2023
Q2 | – | Sell |
-7,129
| Closed | -$233K | – | 419 |
|
|
2023
Q1 | $233K | Sell |
7,129
-8,484
| -54% | -$277K | 0.07% | 211 |
|
|
2022
Q4 | $413K | Buy |
15,613
+1,192
| +8% | +$31.5K | 0.16% | 120 |
|
|
2022
Q3 | $372K | Buy |
14,421
+466
| +3% | +$12K | 0.15% | 132 |
|
|
2022
Q2 | $522K | Buy |
+13,955
| New | +$522K | 0.22% | 97 |
|
|
2022
Q1 | – | Sell |
-11,218
| Closed | -$578K | – | 416 |
|
|
2021
Q4 | $578K | Buy |
11,218
+1,106
| +11% | +$57K | 0.2% | 103 |
|
|
2021
Q3 | $539K | Buy |
10,112
+169
| +2% | +$9.01K | 0.22% | 99 |
|
|
2021
Q2 | $558K | Buy |
9,943
+2,313
| +30% | +$130K | 0.24% | 95 |
|
|
2021
Q1 | $488K | Buy |
7,630
+240
| +3% | +$15.4K | 0.24% | 99 |
|
|
2020
Q4 | $368K | Buy |
7,390
+1,220
| +20% | +$60.8K | 0.22% | 96 |
|
|
2020
Q3 | $319K | Buy |
6,170
+229
| +4% | +$11.8K | 0.24% | 94 |
|
|
2020
Q2 | $355K | Sell |
5,941
-1,846
| -24% | -$110K | 0.25% | 96 |
|
|
2020
Q1 | $421K | Buy |
7,787
+363
| +5% | +$19.6K | 0.31% | 68 |
|
|
2019
Q4 | $444K | Buy |
+7,424
| New | +$444K | 0.33% | 51 |
|