JWCA
J.W. Coons Advisors’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-16,478
| Closed | -$728K | – | 242 |
|
2024
Q1 | $728K | Sell |
16,478
-700
| -4% | -$30.9K | 0.16% | 118 |
|
2023
Q4 | $863K | Sell |
17,178
-3,000
| -15% | -$151K | 0.23% | 101 |
|
2023
Q3 | $717K | Sell |
20,178
-5,079
| -20% | -$181K | 0.21% | 108 |
|
2023
Q2 | $845K | Sell |
25,257
-18,500
| -42% | -$619K | 0.23% | 98 |
|
2023
Q1 | $1.43M | Sell |
43,757
-1,514
| -3% | -$49.5K | 0.41% | 59 |
|
2022
Q4 | $1.2M | Sell |
45,271
-11,761
| -21% | -$311K | 0.36% | 71 |
|
2022
Q3 | $1.47M | Sell |
57,032
-650
| -1% | -$16.8K | 0.56% | 56 |
|
2022
Q2 | $2.15M | Sell |
57,682
-418
| -0.7% | -$15.6K | 0.76% | 38 |
|
2022
Q1 | $2.88M | Buy |
58,100
+2,100
| +4% | +$104K | 0.86% | 31 |
|
2021
Q4 | $2.89M | Buy |
56,000
+100
| +0.2% | +$5.16K | 0.87% | 30 |
|
2021
Q3 | $2.98M | Sell |
55,900
-852
| -2% | -$45.5K | 1.02% | 24 |
|
2021
Q2 | $3.19M | Sell |
56,752
-4,652
| -8% | -$261K | 1.13% | 18 |
|
2021
Q1 | $3.93M | Sell |
61,404
-5,251
| -8% | -$336K | 1.41% | 11 |
|
2020
Q4 | $3.32M | Sell |
66,655
-11,796
| -15% | -$588K | 1.27% | 16 |
|
2020
Q3 | $4.06M | Sell |
78,451
-1,479
| -2% | -$76.6K | 1.69% | 8 |
|
2020
Q2 | $4.79M | Sell |
79,930
-6,287
| -7% | -$376K | 2.12% | 6 |
|
2020
Q1 | $4.66M | Buy |
+86,217
| New | +$4.66M | 2.45% | 6 |
|