KMWM
Keudell/Morrison Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Buy |
30,804
+855
| +3% | +$19.2K | 0.15% | 91 |
|
|
2025
Q1 | $680K | Buy |
29,949
+4,642
| +18% | +$105K | 0.16% | 89 |
|
|
2024
Q4 | $507K | Sell |
25,307
-1,520
| -6% | -$30.5K | 0.13% | 104 |
|
|
2024
Q3 | $629K | Buy |
26,827
+870
| +3% | +$20.4K | 0.17% | 96 |
|
|
2024
Q2 | $804K | Sell |
25,957
-1,883
| -7% | -$58.3K | 0.24% | 79 |
|
|
2024
Q1 | $1.23M | Buy |
27,840
+3,480
| +14% | +$154K | 0.37% | 55 |
|
|
2023
Q4 | $1.22M | Sell |
24,360
-223
| -0.9% | -$11.2K | 0.4% | 52 |
|
|
2023
Q3 | $874K | Sell |
24,583
-1,279
| -5% | -$45.5K | 0.27% | 65 |
|
|
2023
Q2 | $865K | Buy |
25,862
+1,844
| +8% | +$61.7K | 0.25% | 66 |
|
|
2023
Q1 | $785K | Sell |
24,018
-5,441
| -18% | -$178K | 0.23% | 72 |
|
|
2022
Q4 | $779K | Sell |
29,459
-2,826
| -9% | -$74.7K | 0.25% | 74 |
|
|
2022
Q3 | $832K | Buy |
32,285
+993
| +3% | +$25.6K | 0.31% | 62 |
|
|
2022
Q2 | $1.17M | Buy |
31,292
+1,468
| +5% | +$54.9K | 0.43% | 50 |
|
|
2022
Q1 | $1.48M | Buy |
29,824
+4,474
| +18% | +$222K | 0.62% | 39 |
|
|
2021
Q4 | $1.31M | Sell |
25,350
-473
| -2% | -$24.4K | 0.52% | 49 |
|
|
2021
Q3 | $1.38M | Buy |
25,823
+1,007
| +4% | +$53.7K | 0.59% | 43 |
|
|
2021
Q2 | $1.39M | Sell |
24,816
-583
| -2% | -$32.7K | 0.76% | 38 |
|
|
2021
Q1 | $1.63M | Buy |
25,399
+381
| +2% | +$24.4K | 0.94% | 29 |
|
|
2020
Q4 | $1.25M | Sell |
25,018
-723
| -3% | -$36K | 0.79% | 37 |
|
|
2020
Q3 | $1.33M | Sell |
25,741
-460
| -2% | -$23.8K | 0.86% | 28 |
|
|
2020
Q2 | $1.57M | Buy |
26,201
+1,025
| +4% | +$61.3K | 1.3% | 21 |
|
|
2020
Q1 | $1.36M | Sell |
25,176
-773
| -3% | -$41.8K | 1.33% | 17 |
|
|
2019
Q4 | $1.55M | Sell |
25,949
-874
| -3% | -$52.3K | 1.07% | 23 |
|
|
2019
Q3 | $1.38M | Sell |
26,823
-488
| -2% | -$25.1K | 1.14% | 22 |
|
|
2019
Q2 | $1.28M | Sell |
27,311
-1,419
| -5% | -$66.3K | 1.12% | 28 |
|
|
2019
Q1 | $1.54M | Buy |
+28,730
| New | +$1.54M | 1.36% | 20 |
|