EWM
Evercore Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
47,150
-21,860
| -32% | -$490K | 0.02% | 212 |
|
|
2025
Q1 | $1.57M | Sell |
69,010
-11,700
| -14% | -$266K | 0.03% | 176 |
|
|
2024
Q4 | $1.62M | Sell |
80,710
-4,881
| -6% | -$97.9K | 0.02% | 179 |
|
|
2024
Q3 | $2.01M | Sell |
85,591
-21,077
| -20% | -$494K | 0.03% | 158 |
|
|
2024
Q2 | $3.3M | Sell |
106,668
-5,950
| -5% | -$184K | 0.05% | 122 |
|
|
2024
Q1 | $4.97M | Sell |
112,618
-4,555
| -4% | -$201K | 0.08% | 96 |
|
|
2023
Q4 | $5.89M | Sell |
117,173
-1,433
| -1% | -$72K | 0.1% | 91 |
|
|
2023
Q3 | $4.22M | Sell |
118,606
-1,955
| -2% | -$69.5K | 0.08% | 98 |
|
|
2023
Q2 | $4.03M | Buy |
120,561
+1,853
| +2% | +$62K | 0.07% | 106 |
|
|
2023
Q1 | $3.88M | Sell |
118,708
-24,344
| -17% | -$795K | 0.08% | 103 |
|
|
2022
Q4 | $3.78M | Sell |
143,052
-7,281
| -5% | -$192K | 0.08% | 102 |
|
|
2022
Q3 | $3.87M | Sell |
150,333
-130
| -0.1% | -$3.35K | 0.09% | 98 |
|
|
2022
Q2 | $5.63M | Sell |
150,463
-60,285
| -29% | -$2.26M | 0.12% | 83 |
|
|
2022
Q1 | $10.4M | Sell |
210,748
-1,016
| -0.5% | -$50.4K | 0.18% | 63 |
|
|
2021
Q4 | $10.9M | Sell |
211,764
-1,051
| -0.5% | -$54.1K | 0.18% | 65 |
|
|
2021
Q3 | $11.3M | Sell |
212,815
-2,354
| -1% | -$125K | 0.21% | 62 |
|
|
2021
Q2 | $12.1M | Sell |
215,169
-11,283
| -5% | -$633K | 0.22% | 60 |
|
|
2021
Q1 | $14.5M | Sell |
226,452
-68,598
| -23% | -$4.39M | 0.29% | 55 |
|
|
2020
Q4 | $14.7M | Sell |
295,050
-22,026
| -7% | -$1.1M | 0.32% | 52 |
|
|
2020
Q3 | $16.4M | Sell |
317,076
-4,130
| -1% | -$214K | 0.4% | 47 |
|
|
2020
Q2 | $19.2M | Sell |
321,206
-2,358
| -0.7% | -$141K | 0.51% | 43 |
|
|
2020
Q1 | $17.5M | Buy |
323,564
+244
| +0.1% | +$13.2K | 0.58% | 42 |
|
|
2019
Q4 | $19.4M | Sell |
323,320
-6,102
| -2% | -$365K | 0.52% | 45 |
|
|
2019
Q3 | $17M | Buy |
329,422
+16,909
| +5% | +$871K | 0.5% | 47 |
|
|
2019
Q2 | $15M | Buy |
312,513
+6,271
| +2% | +$300K | 0.45% | 51 |
|
|
2019
Q1 | $16.4M | Buy |
306,242
+6,901
| +2% | +$371K | 0.53% | 46 |
|
|
2018
Q4 | $14M | Sell |
299,341
-2,552
| -0.8% | -$120K | 0.53% | 48 |
|
|
2018
Q3 | $14.3M | Sell |
301,893
-41,094
| -12% | -$1.94M | 0.46% | 54 |
|
|
2018
Q2 | $17.1M | Buy |
342,987
+111,282
| +48% | +$5.53M | 0.58% | 47 |
|
|
2018
Q1 | $12.1M | Sell |
231,705
-4,170
| -2% | -$217K | 0.46% | 52 |
|
|
2017
Q4 | $10.9M | Buy |
235,875
+5,020
| +2% | +$232K | 0.4% | 52 |
|
|
2017
Q3 | $8.79M | Sell |
230,855
-9,458
| -4% | -$360K | 0.34% | 61 |
|
|
2017
Q2 | $8.11M | Buy |
240,313
+1,480
| +0.6% | +$49.9K | 0.31% | 65 |
|
|
2017
Q1 | $8.62M | Buy |
238,833
+6,861
| +3% | +$247K | 0.34% | 61 |
|
|
2016
Q4 | $8.41M | Buy |
231,972
+11,586
| +5% | +$420K | 0.35% | 61 |
|
|
2016
Q3 | $8.32M | Buy |
220,386
+6,649
| +3% | +$251K | 0.34% | 61 |
|
|
2016
Q2 | $7.01M | Sell |
213,737
-14,346
| -6% | -$471K | 0.31% | 65 |
|
|
2016
Q1 | $7.38M | Sell |
228,083
-1,953
| -0.8% | -$63.2K | 0.33% | 61 |
|
|
2015
Q4 | $7.92M | Sell |
230,036
-4,011
| -2% | -$138K | 0.37% | 64 |
|
|
2015
Q3 | $7.05M | Buy |
234,047
+20,236
| +9% | +$610K | 0.34% | 70 |
|
|
2015
Q2 | $6.5M | Buy |
213,811
+819
| +0.4% | +$24.9K | 0.29% | 78 |
|
|
2015
Q1 | $6.66M | Buy |
212,992
+16,610
| +8% | +$519K | 0.31% | 76 |
|
|
2014
Q4 | $7.13M | Sell |
196,382
-16,367
| -8% | -$594K | 0.36% | 70 |
|
|
2014
Q3 | $7.41M | Sell |
212,749
-2,276
| -1% | -$79.2K | 0.37% | 73 |
|
|
2014
Q2 | $6.65M | Sell |
215,025
-17,761
| -8% | -$549K | 0.34% | 75 |
|
|
2014
Q1 | $6.01M | Sell |
232,786
-93,223
| -29% | -$2.41M | 0.34% | 77 |
|
|
2013
Q4 | $8.46M | Sell |
326,009
-62,803
| -16% | -$1.63M | 0.47% | 69 |
|
|
2013
Q3 | $8.92M | Sell |
388,812
-144,214
| -27% | -$3.31M | 0.51% | 62 |
|
|
2013
Q2 | $12.9M | Buy |
+533,026
| New | +$12.9M | 0.73% | 43 |
|