EFS
Essex Financial Services’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
54,205
-3,684
| -6% | -$82.5K | 0.08% | 222 |
|
|
2025
Q1 | $1.31M | Buy |
57,889
+419
| +0.7% | +$9.52K | 0.09% | 194 |
|
|
2024
Q4 | $1.15M | Sell |
57,470
-9,193
| -14% | -$184K | 0.08% | 210 |
|
|
2024
Q3 | $1.49M | Sell |
66,663
-3,090
| -4% | -$69.2K | 0.11% | 179 |
|
|
2024
Q2 | $1.43M | Buy |
69,753
+21,029
| +43% | +$431K | 0.11% | 182 |
|
|
2024
Q1 | $2.15M | Buy |
48,724
+164
| +0.3% | +$7.24K | 0.2% | 107 |
|
|
2023
Q4 | $2.44M | Sell |
48,560
-1,076
| -2% | -$54.1K | 0.25% | 88 |
|
|
2023
Q3 | $1.76M | Sell |
49,636
-1,365
| -3% | -$48.5K | 0.2% | 106 |
|
|
2023
Q2 | $1.71M | Sell |
51,001
-508
| -1% | -$17K | 0.19% | 109 |
|
|
2023
Q1 | $1.68M | Buy |
51,509
+3,067
| +6% | +$100K | 0.18% | 119 |
|
|
2022
Q4 | $1.28M | Sell |
48,442
-5,056
| -9% | -$134K | 0.14% | 149 |
|
|
2022
Q3 | $1.38M | Sell |
53,498
-1,754
| -3% | -$45.2K | 0.16% | 127 |
|
|
2022
Q2 | $2.07M | Sell |
55,252
-381
| -0.7% | -$14.3K | 0.23% | 102 |
|
|
2022
Q1 | $2.76M | Buy |
55,633
+915
| +2% | +$45.3K | 0.26% | 94 |
|
|
2021
Q4 | $2.82M | Sell |
54,718
-802
| -1% | -$41.3K | 0.28% | 85 |
|
|
2021
Q3 | $2.96M | Buy |
55,520
+6,253
| +13% | +$333K | 0.34% | 70 |
|
|
2021
Q2 | $3.15M | Hold |
49,267
| – | – | 0.46% | 46 |
|
|
2021
Q1 | $3.15M | Buy |
49,267
+3,220
| +7% | +$206K | 0.57% | 42 |
|
|
2020
Q4 | $2.3M | Sell |
46,047
-4,798
| -9% | -$240K | 0.46% | 56 |
|
|
2020
Q3 | $2.63M | Buy |
50,845
+6,955
| +16% | +$360K | 0.65% | 42 |
|
|
2020
Q2 | $2.63M | Sell |
43,890
-932
| -2% | -$55.8K | 0.81% | 32 |
|
|
2020
Q1 | $2.43M | Sell |
44,822
-13,496
| -23% | -$730K | 0.86% | 28 |
|
|
2019
Q4 | $3.49M | Sell |
58,318
-1,107
| -2% | -$66.2K | 0.96% | 24 |
|
|
2019
Q3 | $3.06M | Sell |
59,425
-103,434
| -64% | -$5.33M | 0.99% | 24 |
|
|
2019
Q2 | $7.8M | Buy |
162,859
+492
| +0.3% | +$23.6K | 2.3% | 9 |
|
|
2019
Q1 | $8.72M | Sell |
162,367
-12,176
| -7% | -$654K | 2.63% | 8 |
|
|
2018
Q4 | $8.19M | Sell |
174,543
-8,701
| -5% | -$408K | 2.51% | 6 |
|
|
2018
Q3 | $8.67M | Sell |
183,244
-259
| -0.1% | -$12.2K | 1.91% | 9 |
|
|
2018
Q2 | $9.12M | Sell |
183,503
-23
| -0% | -$1.14K | 2.2% | 7 |
|
|
2018
Q1 | $9.56M | Sell |
183,526
-22,743
| -11% | -$1.18M | 1.87% | 7 |
|
|
2017
Q4 | $9.52M | Sell |
206,269
-218
| -0.1% | -$10.1K | 2.26% | 7 |
|
|
2017
Q3 | $7.86M | Sell |
206,487
-2,253
| -1% | -$85.8K | 1.93% | 9 |
|
|
2017
Q2 | $7.04M | Buy |
208,740
+3,270
| +2% | +$110K | 1.48% | 10 |
|
|
2017
Q1 | $7.41M | Sell |
205,470
-9,024
| -4% | -$325K | 1.7% | 8 |
|
|
2016
Q4 | $7.78M | Buy |
214,494
+6,570
| +3% | +$238K | 1.67% | 10 |
|
|
2016
Q3 | $7.84M | Buy |
207,924
+4,175
| +2% | +$158K | 1.87% | 9 |
|
|
2016
Q2 | $6.68M | Sell |
203,749
-352
| -0.2% | -$11.5K | 1.62% | 11 |
|
|
2016
Q1 | $6.6M | Sell |
204,101
-6,988
| -3% | -$226K | 1.64% | 10 |
|
|
2015
Q4 | $7.27M | Sell |
211,089
-3,399
| -2% | -$117K | 1.75% | 9 |
|
|
2015
Q3 | $6.47M | Buy |
214,488
+119,097
| +125% | +$3.59M | 1.68% | 9 |
|
|
2015
Q2 | $2.9M | Buy |
95,391
+2,885
| +3% | +$87.7K | 0.75% | 37 |
|
|
2015
Q1 | $2.89M | Buy |
92,506
+980
| +1% | +$30.6K | 0.74% | 37 |
|
|
2014
Q4 | $3.32M | Buy |
91,526
+23,967
| +35% | +$870K | 0.86% | 30 |
|
|
2014
Q3 | $2.35M | Buy |
67,559
+5,596
| +9% | +$195K | 0.7% | 35 |
|
|
2014
Q2 | $1.92M | Sell |
61,963
-545
| -0.9% | -$16.8K | 0.57% | 39 |
|
|
2014
Q1 | $1.61M | Buy |
62,508
+2,504
| +4% | +$64.7K | 0.53% | 46 |
|
|
2013
Q4 | $1.56M | Buy |
60,004
+2,228
| +4% | +$57.8K | 0.53% | 46 |
|
|
2013
Q3 | $1.32K | Sell |
57,776
-1,473
| -2% | -$34 | 0.42% | 45 |
|
|
2013
Q2 | $1.44M | Buy |
+59,249
| New | +$1.44M | 0.5% | 44 |
|