JWA
JFS Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.3K | Sell |
3,006
-1,394
| -32% | -$31.2K | ﹤0.01% | 425 |
|
|
2025
Q1 | $99.9K | Sell |
4,400
-392
| -8% | -$8.9K | 0.01% | 369 |
|
|
2024
Q4 | $96.1K | Sell |
4,792
-3,087
| -39% | -$61.9K | 0.01% | 369 |
|
|
2024
Q3 | $185K | Sell |
7,879
-6,200
| -44% | -$145K | 0.01% | 295 |
|
|
2024
Q2 | $436K | Sell |
14,079
-1,673
| -11% | -$51.8K | 0.03% | 157 |
|
|
2024
Q1 | $696K | Buy |
15,752
+7,977
| +103% | +$352K | 0.06% | 139 |
|
|
2023
Q4 | $391K | Buy |
7,775
+102
| +1% | +$5.13K | 0.03% | 160 |
|
|
2023
Q3 | $273K | Buy |
7,673
+1,596
| +26% | +$56.7K | 0.03% | 189 |
|
|
2023
Q2 | $203K | Buy |
6,077
+204
| +3% | +$6.82K | 0.02% | 217 |
|
|
2023
Q1 | $192K | Sell |
5,873
-262
| -4% | -$8.56K | 0.02% | 221 |
|
|
2022
Q4 | $162K | Buy |
6,135
+1,081
| +21% | +$28.6K | 0.02% | 233 |
|
|
2022
Q3 | $130K | Sell |
5,054
-408
| -7% | -$10.5K | 0.01% | 257 |
|
|
2022
Q2 | $204K | Buy |
5,462
+487
| +10% | +$18.2K | 0.02% | 207 |
|
|
2022
Q1 | $247K | Buy |
4,975
+850
| +21% | +$42.2K | 0.02% | 210 |
|
|
2021
Q4 | $212K | Sell |
4,125
-167
| -4% | -$8.58K | 0.02% | 220 |
|
|
2021
Q3 | $229K | Buy |
4,292
+1,700
| +66% | +$90.7K | 0.02% | 210 |
|
|
2021
Q2 | $146K | Buy |
2,592
+615
| +31% | +$34.6K | 0.02% | 191 |
|
|
2021
Q1 | $127K | Sell |
1,977
-349
| -15% | -$22.4K | 0.03% | 173 |
|
|
2020
Q4 | $116K | Sell |
2,326
-1,077
| -32% | -$53.7K | 0.02% | 182 |
|
|
2020
Q3 | $176K | Sell |
3,403
-484
| -12% | -$25K | 0.04% | 144 |
|
|
2020
Q2 | $233K | Buy |
3,887
+79
| +2% | +$4.74K | 0.06% | 125 |
|
|
2020
Q1 | $206K | Buy |
3,808
+231
| +6% | +$12.5K | 0.06% | 122 |
|
|
2019
Q4 | $214K | Buy |
3,577
+30
| +0.8% | +$1.8K | 0.05% | 137 |
|
|
2019
Q3 | $183K | Buy |
3,547
+15
| +0.4% | +$774 | 0.05% | 147 |
|
|
2019
Q2 | $169K | Hold |
3,532
| – | – | 0.04% | 151 |
|
|
2019
Q1 | $190K | Hold |
3,532
| – | – | 0.05% | 139 |
|
|
2018
Q4 | $166K | Sell |
3,532
-470
| -12% | -$22.1K | 0.04% | 144 |
|
|
2018
Q3 | $189K | Buy |
4,002
+75
| +2% | +$3.54K | 0.05% | 143 |
|
|
2018
Q2 | $195K | Hold |
3,927
| – | – | 0.05% | 139 |
|
|
2018
Q1 | $205K | Sell |
3,927
-280
| -7% | -$14.6K | 0.05% | 139 |
|
|
2017
Q4 | $194K | Buy |
4,207
+357
| +9% | +$16.5K | 0.05% | 143 |
|
|
2017
Q3 | $147K | Buy |
3,850
+1,233
| +47% | +$47.1K | 0.04% | 161 |
|
|
2017
Q2 | $88K | Buy |
2,617
+600
| +30% | +$20.2K | 0.02% | 179 |
|
|
2017
Q1 | $73K | Hold |
2,017
| – | – | 0.02% | 193 |
|
|
2016
Q4 | $73K | Buy |
2,017
+278
| +16% | +$10.1K | 0.02% | 193 |
|
|
2016
Q3 | $66K | Sell |
1,739
-11,064
| -86% | -$420K | 0.02% | 211 |
|
|
2016
Q2 | $420K | Buy |
12,803
+10,993
| +607% | +$361K | 0.12% | 101 |
|
|
2016
Q1 | $59K | Sell |
1,810
-291
| -14% | -$9.49K | 0.02% | 220 |
|
|
2015
Q4 | $73K | Buy |
2,101
+337
| +19% | +$11.7K | 0.02% | 207 |
|
|
2015
Q3 | $53K | Buy |
+1,764
| New | +$53K | 0.02% | 207 |
|
|
2014
Q2 | – | Sell |
-13,002
| Closed | -$336K | – | 483 |
|
|
2014
Q1 | $336K | Buy |
13,002
+1,932
| +17% | +$49.9K | 0.19% | 74 |
|
|
2013
Q4 | $287K | Sell |
11,070
-518
| -4% | -$13.4K | 0.13% | 93 |
|
|
2013
Q3 | $266K | Buy |
+11,588
| New | +$266K | 0.12% | 97 |
|