IWC
Integrated Wealth Concepts’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Buy |
133,267
+33,517
| +34% | +$751K | 0.03% | 499 |
|
|
2025
Q1 | $2.27M | Sell |
99,750
-50,997
| -34% | -$1.16M | 0.03% | 550 |
|
|
2024
Q4 | $3.02M | Sell |
150,747
-7,573
| -5% | -$152K | 0.04% | 433 |
|
|
2024
Q3 | $3.71M | Sell |
158,320
-10,074
| -6% | -$236K | 0.05% | 357 |
|
|
2024
Q2 | $5.22M | Buy |
168,394
+399
| +0.2% | +$12.4K | 0.07% | 254 |
|
|
2024
Q1 | $7.42M | Buy |
167,995
+8,528
| +5% | +$377K | 0.11% | 207 |
|
|
2023
Q4 | $8.01M | Sell |
159,467
-39,249
| -20% | -$1.97M | 0.13% | 172 |
|
|
2023
Q3 | $7.06M | Sell |
198,716
-387
| -0.2% | -$13.8K | 0.12% | 179 |
|
|
2023
Q2 | $6.66M | Sell |
199,103
-1,855
| -0.9% | -$62K | 0.11% | 194 |
|
|
2023
Q1 | $6.57M | Buy |
200,958
+124,236
| +162% | +$4.06M | 0.14% | 167 |
|
|
2022
Q4 | $2.03M | Buy |
76,722
+1,723
| +2% | +$45.5K | 0.06% | 313 |
|
|
2022
Q3 | $1.93M | Buy |
74,999
+810
| +1% | +$20.9K | 0.06% | 293 |
|
|
2022
Q2 | $2.78M | Buy |
74,189
+290
| +0.4% | +$10.8K | 0.09% | 215 |
|
|
2022
Q1 | $3.66M | Sell |
73,899
-204
| -0.3% | -$10.1K | 0.11% | 166 |
|
|
2021
Q4 | $3.82M | Sell |
74,103
-20,573
| -22% | -$1.06M | 0.11% | 159 |
|
|
2021
Q3 | $5.04M | Buy |
94,676
+3,300
| +4% | +$176K | 0.16% | 114 |
|
|
2021
Q2 | $5.13M | Buy |
91,376
+859
| +0.9% | +$48.2K | 0.18% | 107 |
|
|
2021
Q1 | $5.79M | Buy |
90,517
+30,802
| +52% | +$1.97M | 0.24% | 86 |
|
|
2020
Q4 | $2.98M | Sell |
59,715
-15,031
| -20% | -$749K | 0.14% | 124 |
|
|
2020
Q3 | $3.87M | Buy |
74,746
+23,110
| +45% | +$1.2M | 0.24% | 83 |
|
|
2020
Q2 | $3.09M | Buy |
51,636
+4,314
| +9% | +$258K | 0.22% | 81 |
|
|
2020
Q1 | $2.56M | Buy |
47,322
+6,066
| +15% | +$328K | 0.24% | 78 |
|
|
2019
Q4 | $2.47M | Buy |
41,256
+18,017
| +78% | +$1.08M | 0.21% | 87 |
|
|
2019
Q3 | $1.2M | Sell |
23,239
-3,846
| -14% | -$198K | 0.13% | 110 |
|
|
2019
Q2 | $1.21M | Buy |
27,085
+7,953
| +42% | +$355K | 0.16% | 104 |
|
|
2019
Q1 | $1.03M | Buy |
19,132
+1,427
| +8% | +$76.6K | 0.17% | 106 |
|
|
2018
Q4 | $831K | Buy |
17,705
+3,266
| +23% | +$153K | 0.23% | 92 |
|
|
2018
Q3 | $671K | Buy |
14,439
+746
| +5% | +$34.7K | 0.2% | 93 |
|
|
2018
Q2 | $687K | Buy |
13,693
+541
| +4% | +$27.1K | 0.23% | 88 |
|
|
2018
Q1 | $643K | Buy |
13,152
+1,307
| +11% | +$63.9K | 0.26% | 82 |
|
|
2017
Q4 | $530K | Buy |
+11,845
| New | +$530K | 0.23% | 87 |
|