HWA
Heritage Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
9,198
+1,521
| +20% | +$34.1K | 0.01% | 205 |
|
|
2025
Q1 | $174K | Sell |
7,677
-567
| -7% | -$12.9K | 0.01% | 207 |
|
|
2024
Q4 | $165K | Hold |
8,244
| – | – | 0.01% | 219 |
|
|
2024
Q3 | $193K | Sell |
8,244
-2,713
| -25% | -$63.6K | 0.01% | 214 |
|
|
2024
Q2 | $339K | Sell |
10,957
-1,016
| -8% | -$31.5K | 0.02% | 160 |
|
|
2024
Q1 | $529K | Sell |
11,973
-211
| -2% | -$9.32K | 0.02% | 140 |
|
|
2023
Q4 | $612K | Buy |
12,184
+455
| +4% | +$22.9K | 0.03% | 129 |
|
|
2023
Q3 | $417K | Sell |
11,729
-1,294
| -10% | -$46K | 0.02% | 139 |
|
|
2023
Q2 | $435K | Buy |
13,023
+3
| +0% | +$100 | 0.02% | 142 |
|
|
2023
Q1 | $425K | Sell |
13,020
-12,408
| -49% | -$405K | 0.02% | 143 |
|
|
2022
Q4 | $672K | Sell |
25,428
-343
| -1% | -$9.07K | 0.04% | 107 |
|
|
2022
Q3 | $664K | Sell |
25,771
-92
| -0.4% | -$2.37K | 0.05% | 96 |
|
|
2022
Q2 | $968K | Sell |
25,863
-34,217
| -57% | -$1.28M | 0.07% | 80 |
|
|
2022
Q1 | $2.98M | Sell |
60,080
-203
| -0.3% | -$10.1K | 0.16% | 46 |
|
|
2021
Q4 | $3.11M | Sell |
60,283
-280
| -0.5% | -$14.4K | 0.17% | 49 |
|
|
2021
Q3 | $3.23M | Sell |
60,563
-12,750
| -17% | -$679K | 0.2% | 48 |
|
|
2021
Q2 | $4.12M | Sell |
73,313
-496
| -0.7% | -$27.8K | 0.25% | 43 |
|
|
2021
Q1 | $4.72M | Sell |
73,809
-1,855
| -2% | -$119K | 0.28% | 41 |
|
|
2020
Q4 | $3.77M | Buy |
75,664
+61,580
| +437% | +$3.07M | 0.24% | 43 |
|
|
2020
Q3 | $729K | Buy |
14,084
+1,807
| +15% | +$93.6K | 0.09% | 74 |
|
|
2020
Q2 | $735K | Sell |
12,277
-25
| -0.2% | -$1.5K | 0.1% | 68 |
|
|
2020
Q1 | $666K | Sell |
12,302
-358
| -3% | -$19.4K | 0.12% | 68 |
|
|
2019
Q4 | $758K | Buy |
12,660
+962
| +8% | +$57.6K | 0.1% | 79 |
|
|
2019
Q3 | $602K | Buy |
11,698
+2,275
| +24% | +$117K | 0.09% | 87 |
|
|
2019
Q2 | $451K | Buy |
9,423
+1,163
| +14% | +$55.7K | 0.07% | 99 |
|
|
2019
Q1 | $444K | Buy |
8,260
+365
| +5% | +$19.6K | 0.07% | 88 |
|
|
2018
Q4 | $370K | Buy |
7,895
+369
| +5% | +$17.3K | 0.07% | 92 |
|
|
2018
Q3 | $355K | Sell |
7,526
-1,997
| -21% | -$94.2K | 0.07% | 94 |
|
|
2018
Q2 | $470K | Sell |
9,523
-331
| -3% | -$16.3K | 0.18% | 76 |
|
|
2018
Q1 | $512K | Sell |
9,854
-958
| -9% | -$49.8K | 0.21% | 66 |
|
|
2017
Q4 | $499K | Buy |
10,812
+3,370
| +45% | +$156K | 0.21% | 66 |
|
|
2017
Q3 | $283K | Buy |
7,442
+1,508
| +25% | +$57.3K | 0.14% | 87 |
|
|
2017
Q2 | $200K | Hold |
5,934
| – | – | 0.1% | 99 |
|
|
2017
Q1 | $213K | Sell |
5,934
-175
| -3% | -$6.28K | 0.11% | 91 |
|
|
2016
Q4 | $221K | Hold |
6,109
| – | – | 0.14% | 79 |
|
|
2016
Q3 | $231K | Buy |
+6,109
| New | +$231K | 0.16% | 78 |
|