GWM
GSB Wealth Management’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-13,572
| Closed | -$318K | – | 225 |
|
2024
Q3 | $318K | Sell |
13,572
-1,972
| -13% | -$46.3K | 0.08% | 174 |
|
2024
Q2 | $481K | Sell |
15,544
-4,401
| -22% | -$136K | 0.13% | 146 |
|
2024
Q1 | $881K | Buy |
19,945
+588
| +3% | +$26K | 0.25% | 108 |
|
2023
Q4 | $973K | Sell |
19,357
-225
| -1% | -$11.3K | 0.3% | 98 |
|
2023
Q3 | $696K | Sell |
19,582
-89
| -0.5% | -$3.16K | 0.23% | 111 |
|
2023
Q2 | $658K | Sell |
19,671
-25,462
| -56% | -$851K | 0.21% | 116 |
|
2023
Q1 | $1.47M | Sell |
45,133
-7,527
| -14% | -$246K | 0.48% | 78 |
|
2022
Q4 | $1.39M | Sell |
52,660
-20,806
| -28% | -$550K | 0.5% | 74 |
|
2022
Q3 | $1.89M | Buy |
73,466
+1,235
| +2% | +$31.8K | 0.69% | 50 |
|
2022
Q2 | $2.7M | Buy |
72,231
+4,499
| +7% | +$168K | 0.92% | 32 |
|
2022
Q1 | $3.36M | Buy |
67,732
+14,914
| +28% | +$739K | 0.98% | 25 |
|
2021
Q4 | $2.72M | Buy |
52,818
+24,838
| +89% | +$1.28M | 0.78% | 36 |
|
2021
Q3 | $1.49M | Sell |
27,980
-32,396
| -54% | -$1.73M | 0.77% | 41 |
|
2021
Q2 | $3.39M | Buy |
60,376
+2,990
| +5% | +$168K | 1.06% | 19 |
|
2021
Q1 | $3.67M | Buy |
+57,386
| New | +$3.67M | 1.22% | 11 |
|
2020
Q1 | – | Sell |
-5,324
| Closed | -$319K | – | 52 |
|
2019
Q4 | $319K | Buy |
5,324
+28
| +0.5% | +$1.68K | 1.31% | 25 |
|
2019
Q3 | $273K | Buy |
5,296
+36
| +0.7% | +$1.86K | 1.33% | 30 |
|
2019
Q2 | $252K | Buy |
5,260
+37
| +0.7% | +$1.77K | 1.32% | 31 |
|
2019
Q1 | $281K | Buy |
5,223
+30
| +0.6% | +$1.61K | 1.2% | 35 |
|
2018
Q4 | $244K | Buy |
5,193
+33
| +0.6% | +$1.55K | 1.29% | 37 |
|
2018
Q3 | $244K | Buy |
5,160
+31
| +0.6% | +$1.47K | 1.01% | 47 |
|
2018
Q2 | $255K | Buy |
5,129
+28
| +0.5% | +$1.39K | 1.21% | 39 |
|
2018
Q1 | $266K | Buy |
5,101
+30
| +0.6% | +$1.56K | 1.28% | 34 |
|
2017
Q4 | $234K | Buy |
+5,071
| New | +$234K | 1.05% | 42 |
|
2017
Q2 | – | Sell |
-15,329
| Closed | -$553K | – | 57 |
|
2017
Q1 | $553K | Buy |
15,329
+109
| +0.7% | +$3.93K | 2.34% | 11 |
|
2016
Q4 | $552K | Buy |
+15,220
| New | +$552K | 2.16% | 11 |
|