HWA
HCR Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-23,340
| Closed | -$1.16M | – | 208 |
|
|
2020
Q4 | $1.16M | Sell |
23,340
-16,107
| -41% | -$803K | 0.24% | 81 |
|
|
2020
Q3 | $2.02M | Sell |
39,447
-6,156
| -13% | -$316K | 0.46% | 42 |
|
|
2020
Q2 | $2.69M | Buy |
45,603
+124
| +0.3% | +$7.3K | 0.63% | 26 |
|
|
2020
Q1 | $2.46M | Sell |
45,479
-2,374
| -5% | -$128K | 0.7% | 23 |
|
|
2019
Q4 | $2.86M | Buy |
47,853
+22,365
| +88% | +$1.34M | 0.69% | 25 |
|
|
2019
Q3 | $1.33M | Sell |
25,488
-19,656
| -44% | -$1.02M | 0.44% | 53 |
|
|
2019
Q2 | $2.16M | Sell |
45,144
-995
| -2% | -$47.6K | 0.61% | 31 |
|
|
2019
Q1 | $2.47M | Buy |
46,139
+12,858
| +39% | +$689K | 0.71% | 29 |
|
|
2018
Q4 | $1.56M | Sell |
33,281
-3,538
| -10% | -$166K | 0.5% | 42 |
|
|
2018
Q3 | $1.65M | Sell |
36,819
-568
| -2% | -$25.4K | 0.54% | 43 |
|
|
2018
Q2 | $1.86M | Buy |
37,387
+2,609
| +8% | +$130K | 0.61% | 33 |
|
|
2018
Q1 | $1.81M | Buy |
34,778
+22,727
| +189% | +$1.18M | 0.63% | 33 |
|
|
2017
Q4 | $556K | Buy |
12,051
+1,177
| +11% | +$54.3K | 0.19% | 102 |
|
|
2017
Q3 | $414K | Buy |
10,874
+52
| +0.5% | +$1.98K | 0.17% | 108 |
|
|
2017
Q2 | $365K | Sell |
10,822
-108
| -1% | -$3.64K | 0.18% | 95 |
|
|
2017
Q1 | $394K | Sell |
10,930
-982
| -8% | -$35.4K | 0.2% | 97 |
|
|
2016
Q4 | $432K | Buy |
+11,912
| New | +$432K | 0.23% | 92 |
|