IWA
IVC Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
21,325
+1,232
| +6% | +$27.6K | 0.23% | 82 |
|
|
2025
Q1 | $456K | Buy |
20,093
+2,720
| +16% | +$61.8K | 0.25% | 84 |
|
|
2024
Q4 | $348K | Buy |
17,373
+3,116
| +22% | +$62.5K | 0.19% | 100 |
|
|
2024
Q3 | $334K | Sell |
14,257
-3,060
| -18% | -$71.8K | 0.18% | 111 |
|
|
2024
Q2 | $536K | Buy |
17,317
+1,754
| +11% | +$54.3K | 0.3% | 79 |
|
|
2024
Q1 | $687K | Buy |
15,563
+171
| +1% | +$7.55K | 0.4% | 63 |
|
|
2023
Q4 | $773K | Sell |
15,392
-1,174
| -7% | -$59K | 0.48% | 52 |
|
|
2023
Q3 | $589K | Buy |
16,566
+20
| +0.1% | +$711 | 0.39% | 65 |
|
|
2023
Q2 | $553K | Sell |
16,546
-142
| -0.9% | -$4.75K | 0.35% | 74 |
|
|
2023
Q1 | $545K | Sell |
16,688
-1,110
| -6% | -$36.3K | 0.39% | 67 |
|
|
2022
Q4 | $470K | Buy |
17,798
+2,269
| +15% | +$60K | 0.35% | 71 |
|
|
2022
Q3 | $400K | Buy |
15,529
+3,516
| +29% | +$90.6K | 0.32% | 74 |
|
|
2022
Q2 | $449K | Buy |
12,013
+767
| +7% | +$28.7K | 0.35% | 68 |
|
|
2022
Q1 | $557K | Buy |
11,246
+329
| +3% | +$16.3K | 0.37% | 66 |
|
|
2021
Q4 | $562K | Sell |
10,917
-752
| -6% | -$38.7K | 0.36% | 69 |
|
|
2021
Q3 | $622K | Sell |
11,669
-146
| -1% | -$7.78K | 0.43% | 60 |
|
|
2021
Q2 | $663K | Sell |
11,815
-47
| -0.4% | -$2.64K | 0.47% | 58 |
|
|
2021
Q1 | $759K | Sell |
11,862
-211
| -2% | -$13.5K | 0.6% | 46 |
|
|
2020
Q4 | $601K | Buy |
+12,073
| New | +$601K | 0.57% | 50 |
|