FMWA
Forvis Mazars Wealth Advisors’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $493K | Sell |
22,012
-4,371
| -17% | -$97.9K | 0.01% | 287 |
|
2025
Q1 | $599K | Sell |
26,383
-10,514
| -28% | -$239K | 0.01% | 257 |
|
2024
Q4 | $740K | Sell |
36,897
-16,618
| -31% | -$333K | 0.02% | 257 |
|
2024
Q3 | $1.26M | Sell |
53,515
-68,416
| -56% | -$1.61M | 0.03% | 205 |
|
2024
Q2 | $3.78M | Buy |
121,931
+8,536
| +8% | +$264K | 0.09% | 110 |
|
2024
Q1 | $5.01M | Buy |
113,395
+2,569
| +2% | +$113K | 0.13% | 88 |
|
2023
Q4 | $5.57M | Sell |
110,826
-1,671
| -1% | -$84K | 0.16% | 76 |
|
2023
Q3 | $4M | Sell |
112,497
-51,053
| -31% | -$1.81M | 0.12% | 96 |
|
2023
Q2 | $5.47M | Buy |
163,550
+46,346
| +40% | +$1.55M | 0.16% | 90 |
|
2023
Q1 | $3.83M | Buy |
117,204
+15,291
| +15% | +$500K | 0.13% | 102 |
|
2022
Q4 | $2.69M | Sell |
101,913
-4,415
| -4% | -$117K | 0.09% | 118 |
|
2022
Q3 | $2.74M | Buy |
106,328
+17,095
| +19% | +$441K | 0.11% | 112 |
|
2022
Q2 | $3.34M | Buy |
89,233
+10,028
| +13% | +$375K | 0.14% | 89 |
|
2022
Q1 | $3.93M | Buy |
79,205
+4,870
| +7% | +$241K | 0.17% | 67 |
|
2021
Q4 | $3.83M | Buy |
74,335
+6,976
| +10% | +$359K | 0.16% | 66 |
|
2021
Q3 | $3.59M | Buy |
67,359
+7,445
| +12% | +$397K | 0.16% | 65 |
|
2021
Q2 | $3.36M | Sell |
59,914
-2,933
| -5% | -$165K | 0.16% | 68 |
|
2021
Q1 | $4.02M | Buy |
62,847
+3,125
| +5% | +$200K | 0.2% | 52 |
|
2020
Q4 | $2.98M | Buy |
59,722
+7,007
| +13% | +$349K | 0.15% | 76 |
|
2020
Q3 | $2.73M | Sell |
52,715
-6,365
| -11% | -$330K | 0.16% | 69 |
|
2020
Q2 | $3.54M | Buy |
59,080
+3,547
| +6% | +$212K | 0.23% | 51 |
|
2020
Q1 | $3.01M | Buy |
55,533
+5,550
| +11% | +$300K | 0.25% | 48 |
|
2019
Q4 | $2.99M | Buy |
49,983
+4,051
| +9% | +$242K | 0.22% | 63 |
|
2019
Q3 | $2.37M | Sell |
45,932
-1,726
| -4% | -$88.9K | 0.19% | 70 |
|
2019
Q2 | $2.28M | Sell |
47,658
-21,154
| -31% | -$1.01M | 0.18% | 72 |
|
2019
Q1 | $3.7M | Buy |
68,812
+12,640
| +23% | +$679K | 0.31% | 48 |
|
2018
Q4 | $2.64M | Buy |
56,172
+2,276
| +4% | +$107K | 0.27% | 49 |
|
2018
Q3 | $2.55M | Sell |
53,896
-516
| -0.9% | -$24.4K | 0.22% | 60 |
|
2018
Q2 | $2.71M | Buy |
54,412
+510
| +0.9% | +$25.4K | 0.26% | 53 |
|
2018
Q1 | $2.81M | Sell |
53,902
-6,381
| -11% | -$332K | 0.28% | 48 |
|
2017
Q4 | $2.78M | Buy |
60,283
+1,716
| +3% | +$79.2K | 0.28% | 47 |
|
2017
Q3 | $2.23M | Buy |
58,567
+4,563
| +8% | +$174K | 0.25% | 60 |
|
2017
Q2 | $1.82M | Buy |
54,004
+1,580
| +3% | +$53.3K | 0.21% | 73 |
|
2017
Q1 | $1.89M | Buy |
52,424
+1,902
| +4% | +$68.6K | 0.23% | 61 |
|
2016
Q4 | $1.83M | Buy |
50,522
+12,221
| +32% | +$443K | 0.24% | 56 |
|
2016
Q3 | $1.45M | Sell |
38,301
-408
| -1% | -$15.4K | 0.2% | 63 |
|
2016
Q2 | $1.27M | Sell |
38,709
-3,845
| -9% | -$126K | 0.19% | 67 |
|
2016
Q1 | $1.38M | Sell |
42,554
-2,578
| -6% | -$83.4K | 0.22% | 60 |
|
2015
Q4 | $1.56M | Sell |
45,132
-8,320
| -16% | -$287K | 0.23% | 49 |
|
2015
Q3 | $1.61M | Sell |
53,452
-7,130
| -12% | -$215K | 0.28% | 43 |
|
2015
Q2 | $1.84M | Sell |
60,582
-658
| -1% | -$20K | 0.28% | 47 |
|
2015
Q1 | $1.92M | Sell |
61,240
-1,133
| -2% | -$35.4K | 0.28% | 49 |
|
2014
Q4 | $2.26M | Buy |
62,373
+5,088
| +9% | +$185K | 0.37% | 43 |
|
2014
Q3 | $2M | Sell |
57,285
-14,562
| -20% | -$507K | 0.34% | 45 |
|
2014
Q2 | $2.22M | Sell |
71,847
-39,718
| -36% | -$1.23M | 0.38% | 42 |
|
2014
Q1 | $2.87M | Buy |
111,565
+1,324
| +1% | +$34.1K | 0.51% | 30 |
|
2013
Q4 | $2.86M | Sell |
110,241
-83
| -0.1% | -$2.16K | 0.53% | 29 |
|
2013
Q3 | $2.53M | Buy |
110,324
+3,990
| +4% | +$91.5K | 0.52% | 35 |
|
2013
Q2 | $2.58M | Buy |
+106,334
| New | +$2.58M | 2.04% | 12 |
|