LWM
LJI Wealth Management’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $258K | Buy |
11,510
+240
| +2% | +$5.38K | 0.04% | 159 |
|
2025
Q1 | $256K | Buy |
11,270
+100
| +0.9% | +$2.27K | 0.05% | 152 |
|
2024
Q4 | $224K | Sell |
11,170
-1,300
| -10% | -$26.1K | 0.04% | 160 |
|
2024
Q3 | $293K | Buy |
12,470
+628
| +5% | +$14.7K | 0.06% | 149 |
|
2024
Q2 | $367K | Sell |
11,842
-8,293
| -41% | -$257K | 0.08% | 127 |
|
2024
Q1 | $889K | Buy |
20,135
+347
| +2% | +$15.3K | 0.23% | 45 |
|
2023
Q4 | $994K | Sell |
19,788
-334
| -2% | -$16.8K | 0.26% | 47 |
|
2023
Q3 | $715K | Sell |
20,122
-300
| -1% | -$10.7K | 0.21% | 59 |
|
2023
Q2 | $683K | Sell |
20,422
-360
| -2% | -$12K | 0.2% | 58 |
|
2023
Q1 | $679K | Buy |
20,782
+1,334
| +7% | +$43.6K | 0.21% | 52 |
|
2022
Q4 | $514K | Buy |
+19,448
| New | +$514K | 0.18% | 63 |
|