JWM
Jeppson Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Buy |
21,182
+1,305
| +7% | +$29.2K | 0.16% | 125 |
|
|
2025
Q1 | $451K | Buy |
19,877
+3,990
| +25% | +$90.6K | 0.17% | 124 |
|
|
2024
Q4 | $319K | Sell |
15,887
-1,252
| -7% | -$25.1K | 0.12% | 145 |
|
|
2024
Q3 | $402K | Sell |
17,139
-6,631
| -28% | -$156K | 0.14% | 134 |
|
|
2024
Q2 | $736K | Buy |
23,770
+1,125
| +5% | +$34.8K | 0.28% | 85 |
|
|
2024
Q1 | $1M | Sell |
22,645
-2
| -0% | -$88 | 0.39% | 70 |
|
|
2023
Q4 | $1.14M | Buy |
22,647
+304
| +1% | +$15.3K | 0.47% | 61 |
|
|
2023
Q3 | $794K | Buy |
22,343
+325
| +1% | +$11.6K | 0.36% | 74 |
|
|
2023
Q2 | $736K | Sell |
22,018
-1,401
| -6% | -$46.8K | 0.32% | 81 |
|
|
2023
Q1 | $765K | Sell |
23,419
-621
| -3% | -$20.3K | 0.33% | 72 |
|
|
2022
Q4 | $635K | Sell |
24,040
-4,156
| -15% | -$110K | 0.27% | 87 |
|
|
2022
Q3 | $727K | Sell |
28,196
-13,698
| -33% | -$353K | 0.33% | 69 |
|
|
2022
Q2 | $1.57M | Sell |
41,894
-1,376
| -3% | -$51.5K | 0.67% | 32 |
|
|
2022
Q1 | $2.14M | Buy |
43,270
+3,373
| +8% | +$167K | 1% | 19 |
|
|
2021
Q4 | $2.06M | Buy |
39,897
+1,315
| +3% | +$67.7K | 0.99% | 20 |
|
|
2021
Q3 | $2.06M | Buy |
38,582
+1,817
| +5% | +$96.8K | 1.07% | 19 |
|
|
2021
Q2 | $2.06M | Buy |
36,765
+325
| +0.9% | +$18.2K | 1.12% | 19 |
|
|
2021
Q1 | $2.33M | Sell |
36,440
-4,561
| -11% | -$292K | 1.39% | 14 |
|
|
2020
Q4 | $2.04M | Buy |
41,001
+2,563
| +7% | +$128K | 1.36% | 13 |
|
|
2020
Q3 | $1.99M | Buy |
+38,438
| New | +$1.99M | 1.56% | 9 |
|