Klingman & Associates’s Intel INTC Stock Holding History

Klingman & Associates’s Portfolio INTC Stock Details INTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$576K	Buy	25,698 +2,016	+9%	+$45.2K	0.03%	157
2025 Q1	$538K	Buy	23,682 +7,130	+43%	+$162K	0.03%	150
2024 Q4	$332K	Sell	16,552 -645	-4%	-$12.9K	0.02%	193
2024 Q3	$403K	Sell	17,197 -1,224	-7%	-$28.7K	0.03%	180
2024 Q2	$570K	Sell	18,421 -335	-2%	-$10.4K	0.04%	129
2024 Q1	$828K	Sell	18,756 -998	-5%	-$44.1K	0.06%	109
2023 Q4	$993K	Buy	19,754 +59	+0.3%	+$2.97K	0.07%	95
2023 Q3	$700K	Buy	19,695 +188	+1%	+$6.68K	0.06%	111
2023 Q2	$652K	Sell	19,507 -237	-1%	-$7.93K	0.05%	115
2023 Q1	$645K	Sell	19,744 -275	-1%	-$8.98K	0.06%	109
2022 Q4	$529K	Buy	20,019 +1,780	+10%	+$47K	0.05%	114
2022 Q3	$470K	Sell	18,239 -866	-5%	-$22.3K	0.05%	111
2022 Q2	$715K	Sell	19,105 -304	-2%	-$11.4K	0.07%	87
2022 Q1	$962K	Buy	19,409 +6,388	+49%	+$317K	0.08%	75
2021 Q4	$671K	Buy	13,021 +3,404	+35%	+$175K	0.06%	92
2021 Q3	$512K	Sell	9,617 -480	-5%	-$25.6K	0.05%	97
2021 Q2	$567K	Buy	10,097 +636	+7%	+$35.7K	0.05%	92
2021 Q1	$606K	Sell	9,461 -51	-0.5%	-$3.27K	0.06%	86
2020 Q4	$474K	Buy	9,512 +94	+1%	+$4.68K	0.05%	90
2020 Q3	$488K	Buy	9,418 +5,628	+148%	+$292K	0.07%	84
2020 Q2	$227K	Sell	3,790 -267	-7%	-$16K	0.03%	116
2020 Q1	$220K	Sell	4,057 -1,849	-31%	-$100K	0.04%	112
2019 Q4	$353K	Buy	5,906 +562	+11%	+$33.6K	0.06%	95
2019 Q3	$275K	Buy	5,344 +27	+0.5%	+$1.39K	0.05%	104
2019 Q2	$255K	Buy	5,317 +128	+2%	+$6.14K	0.05%	106
2019 Q1	$279K	Buy	+5,189	New	+$279K	0.05%	101
2016 Q4	–	Sell	-3,060	Closed	-$116K	–	207
2016 Q3	$116K	Hold	3,060	–	–	0.03%	127
2016 Q2	$100K	Hold	3,060	–	–	0.03%	141
2016 Q1	$99K	Hold	3,060	–	–	0.04%	142
2015 Q4	$105K	Hold	3,060	–	–	0.04%	155
2015 Q3	$92K	Sell	3,060 -445	-13%	-$13.4K	0.04%	162
2015 Q2	$107K	Buy	3,505 +145	+4%	+$4.43K	0.04%	126
2015 Q1	$105K	Buy	3,360 +300	+10%	+$9.38K	0.04%	125
2014 Q4	$111K	Buy	+3,060	New	+$111K	0.05%	122