KFA
Kelleher Financial Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
11,360
+1,200
| +12% | +$26.9K | 0.09% | 117 |
|
|
2025
Q1 | $231K | Sell |
10,160
-3,869
| -28% | -$87.9K | 0.09% | 111 |
|
|
2024
Q4 | $281K | Sell |
14,029
-1,761
| -11% | -$35.3K | 0.11% | 96 |
|
|
2024
Q3 | $370K | Hold |
15,790
| – | – | 0.14% | 84 |
|
|
2024
Q2 | $489K | Sell |
15,790
-353
| -2% | -$10.9K | 0.2% | 66 |
|
|
2024
Q1 | $713K | Sell |
16,143
-4,755
| -23% | -$210K | 0.3% | 54 |
|
|
2023
Q4 | $1.05M | Hold |
20,898
| – | – | 0.49% | 30 |
|
|
2023
Q3 | $743K | Buy |
20,898
+58
| +0.3% | +$2.06K | 0.38% | 38 |
|
|
2023
Q2 | $697K | Buy |
20,840
+2,400
| +13% | +$80.3K | 0.4% | 44 |
|
|
2023
Q1 | $602K | Sell |
18,440
-2,220
| -11% | -$72.5K | 0.4% | 48 |
|
|
2022
Q4 | $546K | Sell |
20,660
-16,011
| -44% | -$423K | 0.41% | 49 |
|
|
2022
Q3 | $609K | Buy |
36,671
+13,501
| +58% | +$224K | 0.44% | 49 |
|
|
2022
Q2 | $866K | Hold |
23,170
| – | – | 0.39% | 41 |
|
|
2022
Q1 | $1.15M | Sell |
23,170
-1,100
| -5% | -$54.5K | 0.63% | 29 |
|
|
2021
Q4 | $1.26M | Sell |
24,270
-13,500
| -36% | -$700K | 0.67% | 27 |
|
|
2021
Q3 | $2.01M | Sell |
37,770
-3,500
| -8% | -$186K | 0.89% | 21 |
|
|
2021
Q2 | $2.32M | Buy |
41,270
+12,540
| +44% | +$704K | 1.3% | 13 |
|
|
2021
Q1 | $1.84M | Buy |
28,730
+5,000
| +21% | +$320K | 1.18% | 15 |
|
|
2020
Q4 | $1.18M | Sell |
23,730
-466
| -2% | -$23.2K | 0.89% | 20 |
|
|
2020
Q3 | $1.25M | Sell |
24,196
-4,407
| -15% | -$228K | 1.04% | 17 |
|
|
2020
Q2 | $1.71M | Buy |
28,603
+7
| +0% | +$418 | 1.64% | 13 |
|
|
2020
Q1 | $1.55M | Buy |
28,596
+769
| +3% | +$41.6K | 1.85% | 11 |
|
|
2019
Q4 | $1.66M | Buy |
27,827
+5,411
| +24% | +$324K | 1.68% | 12 |
|
|
2019
Q3 | $1.15M | Buy |
22,416
+2
| +0% | +$103 | 1.41% | 14 |
|
|
2019
Q2 | $1.07M | Buy |
+22,414
| New | +$1.07M | 1.32% | 17 |
|
|
2018
Q4 | $836K | Sell |
17,827
-150
| -0.8% | -$7.03K | 1.34% | 18 |
|
|
2018
Q3 | $849K | Sell |
17,977
-208
| -1% | -$9.82K | 1.1% | 19 |
|
|
2018
Q2 | $903K | Hold |
18,185
| – | – | 1.29% | 16 |
|
|
2018
Q1 | $947K | Buy |
18,185
+3,500
| +24% | +$182K | 1.29% | 16 |
|
|
2017
Q4 | $677K | Buy |
14,685
+3,254
| +28% | +$150K | 1.07% | 27 |
|
|
2017
Q3 | $435K | Sell |
11,431
-1,500
| -12% | -$57.1K | 0.92% | 39 |
|
|
2017
Q2 | $436K | Hold |
12,931
| – | – | 0.84% | 44 |
|
|
2017
Q1 | $466K | Sell |
12,931
-17,600
| -58% | -$634K | 0.99% | 35 |
|
|
2016
Q4 | $1.11M | Buy |
30,531
+20,000
| +190% | +$725K | 0.62% | 47 |
|
|
2016
Q3 | $397K | Sell |
10,531
-400
| -4% | -$15.1K | 0.22% | 86 |
|
|
2016
Q2 | $358K | Hold |
10,931
| – | – | 0.22% | 86 |
|
|
2016
Q1 | $353K | Sell |
10,931
-1,650
| -13% | -$53.3K | 0.19% | 101 |
|
|
2015
Q4 | $433K | Sell |
12,581
-1,000
| -7% | -$34.4K | 0.29% | 74 |
|
|
2015
Q3 | $409K | Sell |
13,581
-155
| -1% | -$4.67K | 0.27% | 72 |
|
|
2015
Q2 | $417K | Hold |
13,736
| – | – | 0.24% | 75 |
|
|
2015
Q1 | $429K | Sell |
13,736
-200
| -1% | -$6.25K | 0.24% | 74 |
|
|
2014
Q4 | $505K | Hold |
13,936
| – | – | 0.27% | 67 |
|
|
2014
Q3 | $474K | Sell |
13,936
-600
| -4% | -$20.4K | 0.26% | 70 |
|
|
2014
Q2 | $449K | Buy |
14,536
+450
| +3% | +$13.9K | 0.23% | 70 |
|
|
2014
Q1 | $363K | Buy |
14,086
+2,250
| +19% | +$58K | 0.2% | 76 |
|
|
2013
Q4 | $307K | Buy |
+11,836
| New | +$307K | 0.16% | 83 |
|