EWA
EverSource Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Buy |
30,390
+13,689
| +82% | +$307K | 0.03% | 366 |
|
|
2025
Q1 | $379K | Buy |
16,701
+5,145
| +45% | +$117K | 0.02% | 444 |
|
|
2024
Q4 | $232K | Buy |
11,556
+3,703
| +47% | +$74.2K | 0.01% | 602 |
|
|
2024
Q3 | $184K | Buy |
7,853
+734
| +10% | +$17.2K | 0.01% | 587 |
|
|
2024
Q2 | $219K | Buy |
7,119
+197
| +3% | +$6.06K | 0.01% | 532 |
|
|
2024
Q1 | $211K | Sell |
6,922
-267
| -4% | -$8.14K | 0.02% | 471 |
|
|
2023
Q4 | $361K | Sell |
7,189
-127
| -2% | -$6.38K | 0.03% | 304 |
|
|
2023
Q3 | $260K | Buy |
7,316
+493
| +7% | +$17.5K | 0.03% | 346 |
|
|
2023
Q2 | $228K | Sell |
6,823
-843
| -11% | -$28.2K | 0.03% | 373 |
|
|
2023
Q1 | $250K | Sell |
7,666
-1,859
| -20% | -$60.7K | 0.03% | 332 |
|
|
2022
Q4 | $252K | Buy |
9,525
+520
| +6% | +$13.7K | 0.04% | 318 |
|
|
2022
Q3 | $232K | Sell |
9,005
-3,873
| -30% | -$99.8K | 0.05% | 279 |
|
|
2022
Q2 | $482K | Buy |
12,878
+2,520
| +24% | +$94.3K | 0.12% | 152 |
|
|
2022
Q1 | $514K | Buy |
10,358
+3,121
| +43% | +$155K | 0.13% | 147 |
|
|
2021
Q4 | $373K | Buy |
+7,237
| New | +$373K | 0.1% | 151 |
|