JWM
Jupiter Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,000
| Closed | -$307K | – | 98 |
|
|
2024
Q2 | $307K | Hold |
10,000
| – | – | 0.16% | 72 |
|
|
2024
Q1 | $300K | Hold |
10,000
| – | – | 0.16% | 72 |
|
|
2023
Q4 | $503K | Hold |
10,000
| – | – | 0.3% | 60 |
|
|
2023
Q3 | $389K | Hold |
10,000
| – | – | 0.25% | 62 |
|
|
2023
Q2 | $334K | Hold |
10,000
| – | – | 0.29% | 54 |
|
|
2023
Q1 | $327K | Hold |
10,000
| – | – | 0.3% | 50 |
|
|
2022
Q4 | $264K | Hold |
10,000
| – | – | 0.26% | 46 |
|
|
2022
Q3 | $257K | Hold |
10,000
| – | – | 0.26% | 48 |
|
|
2022
Q2 | $374K | Hold |
10,000
| – | – | 0.34% | 49 |
|
|
2022
Q1 | $495K | Sell |
10,000
-4,160
| -29% | -$206K | 0.31% | 59 |
|
|
2021
Q4 | $729K | Hold |
14,160
| – | – | 0.38% | 51 |
|
|
2021
Q3 | $719K | Sell |
14,160
-940
| -6% | -$47.7K | 0.34% | 60 |
|
|
2021
Q2 | $814K | Hold |
15,100
| – | – | 0.39% | 52 |
|
|
2021
Q1 | $880K | Buy |
15,100
+5,100
| +51% | +$297K | 0.44% | 47 |
|
|
2020
Q4 | $498K | Sell |
10,000
-5,100
| -34% | -$254K | 0.31% | 49 |
|
|
2020
Q3 | $782K | Sell |
15,100
-78,365
| -84% | -$4.06M | 0.55% | 37 |
|
|
2020
Q2 | $5.72M | Sell |
93,465
-510
| -0.5% | -$31.2K | 2.86% | 13 |
|
|
2020
Q1 | $5.4M | Buy |
93,975
+70,575
| +302% | +$4.06M | 3.15% | 11 |
|
|
2019
Q4 | $1.39M | Hold |
23,400
| – | – | 0.67% | 32 |
|
|
2019
Q3 | $1.21M | Sell |
23,400
-156,749
| -87% | -$8.08M | 0.64% | 34 |
|
|
2019
Q2 | $8.9M | Buy |
180,149
+660
| +0.4% | +$32.6K | 4.41% | 4 |
|
|
2019
Q1 | $10.5M | Buy |
+179,489
| New | +$10.5M | 5.06% | 2 |
|