IWA
Icon Wealth Advisors’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $784K | Sell |
34,983
-1,560
| -4% | -$34.9K | 0.06% | 197 |
|
2025
Q1 | $830K | Sell |
36,543
-23,685
| -39% | -$538K | 0.07% | 164 |
|
2024
Q4 | $1.21M | Buy |
60,228
+10,492
| +21% | +$210K | 0.1% | 140 |
|
2024
Q3 | $1.17M | Buy |
49,736
+4,019
| +9% | +$94.3K | 0.1% | 142 |
|
2024
Q2 | $1.41M | Sell |
45,717
-4,416
| -9% | -$136K | 0.13% | 122 |
|
2024
Q1 | $2.21M | Buy |
50,133
+10,794
| +27% | +$477K | 0.21% | 93 |
|
2023
Q4 | $1.98M | Buy |
+39,339
| New | +$1.98M | 0.21% | 91 |
|
2022
Q4 | $1.35M | Sell |
51,098
-45
| -0.1% | -$1.19K | 0.16% | 118 |
|
2022
Q3 | $1.32M | Buy |
+51,143
| New | +$1.32M | 0.16% | 112 |
|