KWM
Keebeck Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,830
| Closed | -$213K | – | 272 |
|
|
2024
Q1 | $213K | Hold |
4,830
| – | – | 0.03% | 261 |
|
|
2023
Q4 | $243K | Buy |
+4,830
| New | +$243K | 0.04% | 241 |
|
|
2023
Q2 | – | Sell |
-24,830
| Closed | -$811K | – | 268 |
|
|
2023
Q1 | $811K | Sell |
24,830
-92
| -0.4% | -$3.01K | 0.13% | 127 |
|
|
2022
Q4 | $659K | Buy |
24,922
+65
| +0.3% | +$1.72K | 0.12% | 132 |
|
|
2022
Q3 | $641K | Sell |
24,857
-10,300
| -29% | -$266K | 0.12% | 129 |
|
|
2022
Q2 | $1.32M | Sell |
35,157
-19,068
| -35% | -$713K | 0.25% | 89 |
|
|
2022
Q1 | $2.69M | Buy |
54,225
+200
| +0.4% | +$9.91K | 0.45% | 54 |
|
|
2021
Q4 | $2.78M | Buy |
54,025
+529
| +1% | +$27.2K | 0.5% | 50 |
|
|
2021
Q3 | $2.85M | Hold |
53,496
| – | – | 0.56% | 45 |
|
|
2021
Q2 | $3M | Sell |
53,496
-20,000
| -27% | -$1.12M | 0.43% | 54 |
|
|
2021
Q1 | $4.7M | Hold |
73,496
| – | – | 0.73% | 34 |
|
|
2020
Q4 | $3.66M | Sell |
73,496
-500
| -0.7% | -$24.9K | 0.64% | 35 |
|
|
2020
Q3 | $3.83M | Sell |
73,996
-2,473
| -3% | -$128K | 0.79% | 29 |
|
|
2020
Q2 | $4.58M | Hold |
76,469
| – | – | 1.45% | 14 |
|
|
2020
Q1 | $4.14M | Buy |
76,469
+3,000
| +4% | +$162K | 1.72% | 11 |
|
|
2019
Q4 | $4.4M | Buy |
+73,469
| New | +$4.4M | 1.39% | 17 |
|