EWM
Evermay Wealth Management’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $30.5K | Sell |
1,361
-66
| -5% | -$1.48K | ﹤0.01% | 357 |
|
2025
Q1 | $32.4K | Sell |
1,427
-1,552
| -52% | -$35.2K | ﹤0.01% | 355 |
|
2024
Q4 | $59.7K | Sell |
2,979
-232
| -7% | -$4.65K | 0.01% | 304 |
|
2024
Q3 | $75.3K | Sell |
3,211
-6,530
| -67% | -$153K | 0.01% | 299 |
|
2024
Q2 | $302K | Sell |
9,741
-100
| -1% | -$3.1K | 0.05% | 165 |
|
2024
Q1 | $435K | Buy |
9,841
+76
| +0.8% | +$3.36K | 0.07% | 139 |
|
2023
Q4 | $491K | Sell |
9,765
-39
| -0.4% | -$1.96K | 0.09% | 106 |
|
2023
Q3 | $349K | Sell |
9,804
-90
| -0.9% | -$3.2K | 0.07% | 121 |
|
2023
Q2 | $331K | Sell |
9,894
-3
| -0% | -$100 | 0.06% | 129 |
|
2023
Q1 | $323K | Buy |
9,897
+3,365
| +52% | +$110K | 0.07% | 124 |
|
2022
Q4 | $173K | Sell |
6,532
-8,345
| -56% | -$221K | 0.04% | 181 |
|
2022
Q3 | $383K | Sell |
14,877
-2,982
| -17% | -$76.8K | 0.08% | 113 |
|
2022
Q2 | $668K | Sell |
17,859
-2,924
| -14% | -$109K | 0.13% | 75 |
|
2022
Q1 | $1.03M | Sell |
20,783
-5,076
| -20% | -$252K | 0.17% | 63 |
|
2021
Q4 | $1.33M | Buy |
25,859
+747
| +3% | +$38.5K | 0.24% | 38 |
|
2021
Q3 | $1.34M | Buy |
25,112
+2,006
| +9% | +$107K | 0.26% | 33 |
|
2021
Q2 | $1.3M | Buy |
23,106
+861
| +4% | +$48.3K | 0.24% | 39 |
|
2021
Q1 | $1.42M | Sell |
22,245
-803
| -3% | -$51.4K | 0.28% | 34 |
|
2020
Q4 | $1.15M | Sell |
23,048
-8,416
| -27% | -$419K | 0.25% | 37 |
|
2020
Q3 | $1.63M | Sell |
31,464
-211
| -0.7% | -$10.9K | 0.4% | 32 |
|
2020
Q2 | $1.9M | Sell |
31,675
-938
| -3% | -$56.1K | 0.5% | 21 |
|
2020
Q1 | $1.77M | Sell |
32,613
-317
| -1% | -$17.2K | 0.54% | 22 |
|
2019
Q4 | $1.97M | Buy |
32,930
+3,413
| +12% | +$204K | 0.48% | 24 |
|
2019
Q3 | $1.52M | Buy |
29,517
+434
| +1% | +$22.4K | 0.41% | 29 |
|
2019
Q2 | $1.39M | Buy |
29,083
+187
| +0.6% | +$8.95K | 0.39% | 32 |
|
2019
Q1 | $1.55M | Sell |
28,896
-122
| -0.4% | -$6.55K | 0.44% | 29 |
|
2018
Q4 | $1.36M | Buy |
29,018
+1,000
| +4% | +$46.9K | 0.44% | 29 |
|
2018
Q3 | $1.33M | Sell |
28,018
-1,136
| -4% | -$53.7K | 0.41% | 30 |
|
2018
Q2 | $1.45M | Sell |
29,154
-989
| -3% | -$49.2K | 0.48% | 26 |
|
2018
Q1 | $1.57M | Buy |
30,143
+4,528
| +18% | +$236K | 0.54% | 22 |
|
2017
Q4 | $1.18M | Buy |
25,615
+12,872
| +101% | +$594K | 0.43% | 27 |
|
2017
Q3 | $485K | Buy |
12,743
+799
| +7% | +$30.4K | 0.21% | 45 |
|
2017
Q2 | $403K | Sell |
11,944
-18
| -0.2% | -$607 | 0.18% | 47 |
|
2017
Q1 | $431K | Buy |
11,962
+3,437
| +40% | +$124K | 0.19% | 45 |
|
2016
Q4 | $309K | Buy |
8,525
+5
| +0.1% | +$181 | 0.15% | 53 |
|
2016
Q3 | $322K | Sell |
8,520
-296
| -3% | -$11.2K | 0.16% | 50 |
|
2016
Q2 | $289K | Buy |
8,816
+5
| +0.1% | +$164 | 0.15% | 54 |
|
2016
Q1 | $285K | Buy |
8,811
+5
| +0.1% | +$162 | 0.16% | 55 |
|
2015
Q4 | $303K | Sell |
8,806
-2,996
| -25% | -$103K | 0.18% | 49 |
|
2015
Q3 | $356K | Sell |
11,802
-2,141
| -15% | -$64.6K | 0.21% | 47 |
|
2015
Q2 | $424K | Sell |
13,943
-696
| -5% | -$21.2K | 0.25% | 38 |
|
2015
Q1 | $458K | Buy |
14,639
+904
| +7% | +$28.3K | 0.27% | 40 |
|
2014
Q4 | $498K | Sell |
13,735
-868
| -6% | -$31.5K | 0.32% | 38 |
|
2014
Q3 | $508K | Buy |
14,603
+3
| +0% | +$104 | 0.44% | 34 |
|
2014
Q2 | $451K | Buy |
+14,600
| New | +$451K | 0.39% | 37 |
|