Lyell Wealth Management’s Intel INTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,867
| Closed | -$224K | – | 190 |
|
|
2023
Q1 | $224K | Sell |
6,867
-2,213
| -24% | -$72.3K | 0.03% | 188 |
|
|
2022
Q4 | $240K | Sell |
9,080
-1,350
| -13% | -$35.7K | 0.04% | 176 |
|
|
2022
Q3 | $269K | Sell |
10,430
-662
| -6% | -$17.1K | 0.05% | 162 |
|
|
2022
Q2 | $415K | Sell |
11,092
-1,433
| -11% | -$53.6K | 0.07% | 141 |
|
|
2022
Q1 | $621K | Sell |
12,525
-3,557
| -22% | -$176K | 0.08% | 128 |
|
|
2021
Q4 | $828K | Sell |
16,082
-2,365
| -13% | -$122K | 0.09% | 114 |
|
|
2021
Q3 | $983K | Sell |
18,447
-600
| -3% | -$32K | 0.12% | 104 |
|
|
2021
Q2 | $1.07M | Buy |
19,047
+84
| +0.4% | +$4.71K | 0.13% | 100 |
|
|
2021
Q1 | $1.21M | Sell |
18,963
-7,118
| -27% | -$456K | 0.18% | 86 |
|
|
2020
Q4 | $1.3M | Buy |
26,081
+4,684
| +22% | +$233K | 0.21% | 77 |
|
|
2020
Q3 | $1.11M | Sell |
21,397
-54,385
| -72% | -$2.82M | 0.21% | 76 |
|
|
2020
Q2 | $4.53M | Buy |
75,782
+4,621
| +6% | +$276K | 0.99% | 43 |
|
|
2020
Q1 | $3.85M | Sell |
71,161
-2,980
| -4% | -$161K | 1.15% | 41 |
|
|
2019
Q4 | $4.44M | Buy |
74,141
+1,081
| +1% | +$64.7K | 1.18% | 39 |
|
|
2019
Q3 | $3.77M | Buy |
73,060
+1,175
| +2% | +$60.6K | 1.13% | 40 |
|
|
2019
Q2 | $3.44M | Buy |
71,885
+3,650
| +5% | +$175K | 1.04% | 43 |
|
|
2019
Q1 | $3.66M | Buy |
68,235
+10,502
| +18% | +$564K | 1.22% | 34 |
|
|
2018
Q4 | $2.71M | Sell |
57,733
-175
| -0.3% | -$8.21K | 1.13% | 40 |
|
|
2018
Q3 | $2.74M | Sell |
57,908
-629
| -1% | -$29.7K | 0.92% | 48 |
|
|
2018
Q2 | $2.91M | Sell |
58,537
-4,156
| -7% | -$207K | 1.06% | 42 |
|
|
2018
Q1 | $3.27M | Buy |
62,693
+3,410
| +6% | +$178K | 1.21% | 38 |
|
|
2017
Q4 | $2.74M | Buy |
59,283
+6,405
| +12% | +$296K | 1.09% | 41 |
|
|
2017
Q3 | $2.01M | Sell |
52,878
-11,267
| -18% | -$429K | 0.87% | 49 |
|
|
2017
Q2 | $2.16M | Sell |
64,145
-2,359
| -4% | -$79.6K | 1.05% | 45 |
|
|
2017
Q1 | $2.4M | Sell |
66,504
-4,508
| -6% | -$163K | 1.3% | 38 |
|
|
2016
Q4 | $2.58M | Buy |
+71,012
| New | +$2.58M | 1.6% | 25 |
|