FFWA
FRG Family Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,662
| Closed | -$227K | – | 148 |
|
|
2024
Q3 | $227K | Sell |
9,662
-8,129
| -46% | -$191K | 0.04% | 141 |
|
|
2024
Q2 | $353K | Sell |
17,791
-199
| -1% | -$3.95K | 0.07% | 116 |
|
|
2024
Q1 | $548K | Buy |
17,990
+175
| +1% | +$5.33K | 0.11% | 99 |
|
|
2023
Q4 | $895K | Sell |
17,815
-1,389
| -7% | -$69.8K | 0.18% | 83 |
|
|
2023
Q3 | $683K | Sell |
19,204
-1,938
| -9% | -$68.9K | 0.15% | 92 |
|
|
2023
Q2 | $707K | Sell |
21,142
-1,495
| -7% | -$50K | 0.15% | 89 |
|
|
2023
Q1 | $740K | Sell |
22,637
-5,028
| -18% | -$164K | 0.17% | 90 |
|
|
2022
Q4 | $731K | Buy |
27,665
+2
| +0% | +$53 | 0.17% | 93 |
|
|
2022
Q3 | $713K | Sell |
27,663
-8,544
| -24% | -$220K | 0.18% | 88 |
|
|
2022
Q2 | $1.35M | Buy |
36,207
+2
| +0% | +$75 | 0.31% | 58 |
|
|
2022
Q1 | $1.79M | Buy |
36,205
+97
| +0.3% | +$4.81K | 0.35% | 51 |
|
|
2021
Q4 | $1.86M | Sell |
36,108
-1,410
| -4% | -$72.6K | 0.35% | 51 |
|
|
2021
Q3 | $2M | Sell |
37,518
-1,475
| -4% | -$78.6K | 0.39% | 48 |
|
|
2021
Q2 | $2.19M | Buy |
38,993
+1
| +0% | +$56 | 0.42% | 49 |
|
|
2021
Q1 | $2.5M | Hold |
38,992
| – | – | 0.51% | 46 |
|
|
2020
Q4 | $1.94M | Sell |
38,992
-257
| -0.7% | -$12.8K | 0.42% | 49 |
|
|
2020
Q3 | $2.03M | Buy |
39,249
+1
| +0% | +$52 | 0.49% | 46 |
|
|
2020
Q2 | $2.35M | Buy |
39,248
+697
| +2% | +$41.7K | 0.62% | 43 |
|
|
2020
Q1 | $2.09M | Sell |
38,551
-1,065
| -3% | -$57.6K | 0.63% | 42 |
|
|
2019
Q4 | $2.37M | Sell |
39,616
-500
| -1% | -$29.9K | 0.57% | 46 |
|
|
2019
Q3 | $2.07M | Sell |
40,116
-3,299
| -8% | -$170K | 0.53% | 49 |
|
|
2019
Q2 | $2.08M | Sell |
43,415
-4,675
| -10% | -$224K | 0.55% | 49 |
|
|
2019
Q1 | $2.58M | Sell |
48,090
-675
| -1% | -$36.2K | 0.73% | 45 |
|
|
2018
Q4 | $2.29M | Sell |
48,765
-5,600
| -10% | -$263K | 0.75% | 42 |
|
|
2018
Q3 | $2.57M | Sell |
54,365
-1,939
| -3% | -$91.7K | 0.71% | 45 |
|
|
2018
Q2 | $2.8M | Sell |
56,304
-4,880
| -8% | -$243K | 0.84% | 41 |
|
|
2018
Q1 | $3.19M | Buy |
61,184
+2,748
| +5% | +$143K | 1.06% | 25 |
|
|
2017
Q4 | $2.7M | Buy |
58,436
+2,550
| +5% | +$118K | 0.87% | 42 |
|
|
2017
Q3 | $2.13M | Buy |
55,886
+1,026
| +2% | +$39.1K | 0.73% | 48 |
|
|
2017
Q2 | $1.85M | Buy |
54,860
+1
| +0% | +$34 | 0.68% | 51 |
|
|
2017
Q1 | $1.96M | Sell |
54,859
-799
| -1% | -$28.6K | 0.76% | 45 |
|
|
2016
Q4 | $2.02M | Sell |
55,658
-1,931
| -3% | -$70K | 0.85% | 42 |
|
|
2016
Q3 | $2.17M | Hold |
57,589
| – | – | 0.98% | 36 |
|
|
2016
Q2 | $1.89M | Buy |
57,589
+1,109
| +2% | +$36.4K | 0.85% | 43 |
|
|
2016
Q1 | $1.85M | Sell |
56,480
-6,600
| -10% | -$216K | 0.9% | 40 |
|
|
2015
Q4 | $2.17M | Buy |
+63,080
| New | +$2.17M | 1.06% | 31 |
|