Legacy Wealth Planning’s Intel INTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$253K Buy
9,808
+1,017
+12% +$34.7K 0.42% 56
2022
Q2
$329K Sell
8,791
-249
-3% -$10.8K 0.47% 48
2022
Q1
$448K Sell
9,040
-1,090
-11% -$54K 0.53% 41
2021
Q4
$522K Sell
10,130
-1,446
-12% -$73.9K 0.6% 37
2021
Q3
$617K Sell
11,576
-269
-2% -$14.6K 0.69% 33
2021
Q2
$665K Buy
11,845
+121
+1% +$7.1K 0.76% 32
2021
Q1
$750K Sell
11,724
-410
-3% -$24.4K 0.96% 29
2020
Q4
$605K Sell
12,134
-87
-0.7% -$4.25K 0.78% 27
2020
Q3
$633K Buy
12,221
+1,118
+10% +$58.1K 0.72% 28
2020
Q2
$664K Sell
11,103
-119
-1% -$7.12K 0.79% 29
2020
Q1
$607K Buy
11,222
+17
+0.2% +$1.01K 0.97% 28
2019
Q4
$671K Buy
+11,205
New +$627K 0.76% 32

Other funds holding INTC

Legacy Wealth Planning's INTC Position: Q3 2022 in Review

Legacy Wealth Planning increased its Intel (INTC) stake by 12% in Q3 2022, buying an estimated $34.7K and bringing the position to 9,808 shares worth $253K. The position accounts for 0.42% of the portfolio, ranked #56.

Legacy Wealth Planning first reported a position in INTC in Q4 2019 and has held it in 12 quarters since. The position peaked at $750K in Q1 2021. 2,456 funds tracked by Wall St. Rank hold INTC as of Q3 2022.

  • Legacy Wealth Planning held 9,808 shares of Intel worth $253K as of Q3 2022.
  • Legacy Wealth Planning bought 1,017 Intel shares in Q3 2022, an estimated $34.7K.
  • Intel made up 0.42% of Legacy Wealth Planning's portfolio in Q3 2022, its #56 holding.
  • Legacy Wealth Planning first reported a position in Intel in Q4 2019 and has held it in 12 quarters since.
  • Legacy Wealth Planning's Intel position peaked at $750K in Q1 2021.
  • 2,456 funds tracked by Wall St. Rank held Intel as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.