EFG
Everhart Financial Group’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Buy |
26,557
+1,822
| +7% | +$40.8K | 0.07% | 205 |
|
|
2025
Q1 | $562K | Buy |
+24,735
| New | +$562K | 0.08% | 183 |
|
|
2024
Q4 | – | Sell |
-16,047
| Closed | -$376K | – | 320 |
|
|
2024
Q3 | $376K | Sell |
16,047
-2,639
| -14% | -$61.9K | 0.08% | 230 |
|
|
2024
Q2 | $579K | Sell |
18,686
-2,488
| -12% | -$77.1K | 0.15% | 139 |
|
|
2024
Q1 | $935K | Buy |
21,174
+2,733
| +15% | +$121K | 0.27% | 75 |
|
|
2023
Q4 | $927K | Buy |
18,441
+639
| +4% | +$32.1K | 0.33% | 63 |
|
|
2023
Q3 | $633K | Buy |
17,802
+1,643
| +10% | +$58.4K | 0.27% | 79 |
|
|
2023
Q2 | $540K | Buy |
16,159
+303
| +2% | +$10.1K | 0.22% | 88 |
|
|
2023
Q1 | $518K | Buy |
+15,856
| New | +$518K | 0.23% | 85 |
|
|
2022
Q4 | – | Sell |
-9,642
| Closed | -$249K | – | 210 |
|
|
2022
Q3 | $249K | Buy |
+9,642
| New | +$249K | 0.14% | 150 |
|