HWMO
Heritage Wealth Management (Ohio)’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,513
| Closed | -$330K | – | 240 |
|
|
2025
Q1 | $330K | Sell |
14,513
-5,737
| -28% | -$130K | 0.11% | 172 |
|
|
2024
Q4 | $406K | Sell |
20,250
-4,244
| -17% | -$85.1K | 0.14% | 153 |
|
|
2024
Q3 | $575K | Sell |
24,494
-41,547
| -63% | -$975K | 0.19% | 125 |
|
|
2024
Q2 | $2.11M | Buy |
+66,041
| New | +$2.11M | 0.71% | 28 |
|