Intrepid Financial Planning Group’s VMware, Inc VMW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,163
Closed -$742K 130
2023
Q2
$742K Sell
5,163
-572
-10% -$82.2K 0.36% 53
2023
Q1
$716K Sell
5,735
-527
-8% -$65.8K 0.36% 51
2022
Q4
$769K Sell
6,262
-176
-3% -$21.6K 0.42% 48
2022
Q3
$685K Sell
6,438
-3
-0% -$319 0.39% 48
2022
Q2
$734K Buy
+6,441
New +$734K 0.4% 48