Heritage Wealth Management (Arizona)’s Intel INTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$838K Sell
27,051
-6,500
-19% -$201K 0.47% 50
2024
Q1
$1.48M Buy
+33,551
New +$1.48M 0.75% 32
2022
Q4
$149K Buy
5,622
+2,527
+82% +$66.8K 0.02% 363
2022
Q3
$80K Buy
3,095
+160
+5% +$4.14K 0.03% 349
2022
Q2
$110K Sell
2,935
-2,812
-49% -$105K 0.04% 323
2022
Q1
$285K Buy
+5,747
New +$285K 0.08% 203
2021
Q3
$340K Buy
6,373
+164
+3% +$8.75K 0.12% 134
2021
Q2
$349K Sell
6,209
-403
-6% -$22.7K 0.13% 128
2021
Q1
$423K Buy
+6,612
New +$423K 0.24% 80