GeoWealth Management’s Intel INTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
12,420
-175
-1% -$3.92K 0.01% 562
2025
Q1
$286K Sell
12,595
-955
-7% -$21.7K 0.01% 565
2024
Q4
$272K Sell
13,550
-8,973
-40% -$180K 0.01% 650
2024
Q3
$528K Sell
22,523
-44
-0.2% -$1.03K 0.02% 462
2024
Q2
$699K Buy
22,567
+1,558
+7% +$48.3K 0.03% 351
2024
Q1
$928K Sell
21,009
-13,770
-40% -$608K 0.04% 312
2023
Q4
$1.75M Buy
34,779
+34,672
+32,404% +$1.74M 0.14% 138
2023
Q3
$4K Sell
107
-18
-14% -$673 ﹤0.01% 464
2023
Q2
$5K Buy
125
+17
+16% +$680 ﹤0.01% 409
2023
Q1
$4K Buy
+108
New +$4K ﹤0.01% 356
2019
Q4
Sell
-6,001
Closed -$310K 144
2019
Q3
$310K Buy
+6,001
New +$310K 0.07% 146