Heritage Wealth Management (California)’s Intel INTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
17,762
-588
| -3% | -$13.2K | 0.27% | 58 |
|
|
2025
Q1 | $417K | Buy |
18,350
+1,306
| +8% | +$29.7K | 0.31% | 55 |
|
|
2024
Q4 | $342K | Buy |
17,044
+318
| +2% | +$6.38K | 0.25% | 60 |
|
|
2024
Q3 | $392K | Sell |
16,726
-583
| -3% | -$13.7K | 0.28% | 50 |
|
|
2024
Q2 | $536K | Sell |
17,309
-795
| -4% | -$24.6K | 0.39% | 40 |
|
|
2024
Q1 | $800K | Sell |
18,104
-256
| -1% | -$11.3K | 0.6% | 36 |
|
|
2023
Q4 | $923K | Buy |
+18,360
| New | +$923K | 0.74% | 28 |
|