JPWM
Jamison Private Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Sell |
104,806
-16,350
| -13% | -$366K | 0.34% | 70 |
|
|
2025
Q1 | $2.75M | Sell |
121,156
-6,939
| -5% | -$158K | 0.42% | 61 |
|
|
2024
Q4 | $2.57M | Buy |
128,095
+1,601
| +1% | +$32.1K | 0.38% | 62 |
|
|
2024
Q3 | $2.97M | Buy |
126,494
+4,558
| +4% | +$107K | 0.45% | 54 |
|
|
2024
Q2 | $3.78M | Sell |
121,936
-4,412
| -3% | -$137K | 0.63% | 49 |
|
|
2024
Q1 | $5.58M | Buy |
126,348
+3,983
| +3% | +$176K | 0.94% | 36 |
|
|
2023
Q4 | $6.15M | Sell |
122,365
-1,597
| -1% | -$80.2K | 1.15% | 30 |
|
|
2023
Q3 | $4.41M | Buy |
+123,962
| New | +$4.41M | 0.91% | 36 |
|