MWM
Marietta Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,967
| Closed | -$478K | – | 117 |
|
|
2021
Q3 | $478K | Sell |
8,967
-301
| -3% | -$16K | 0.1% | 96 |
|
|
2021
Q2 | $520K | Sell |
9,268
-797
| -8% | -$44.7K | 0.12% | 99 |
|
|
2021
Q1 | $644K | Sell |
10,065
-114
| -1% | -$7.29K | 0.16% | 94 |
|
|
2020
Q4 | $507K | Sell |
10,179
-929
| -8% | -$46.3K | 0.14% | 94 |
|
|
2020
Q3 | $575K | Sell |
11,108
-54,435
| -83% | -$2.82M | 0.18% | 85 |
|
|
2020
Q2 | $3.92M | Buy |
65,543
+55
| +0.1% | +$3.29K | 1.34% | 26 |
|
|
2020
Q1 | $3.54M | Buy |
65,488
+302
| +0.5% | +$16.3K | 1.38% | 25 |
|
|
2019
Q4 | $3.9M | Buy |
65,186
+753
| +1% | +$45.1K | 1.29% | 29 |
|
|
2019
Q3 | $3.32M | Buy |
64,433
+4,854
| +8% | +$250K | 1.21% | 34 |
|
|
2019
Q2 | $2.85M | Buy |
59,579
+2,934
| +5% | +$140K | 1.11% | 43 |
|
|
2019
Q1 | $3.04M | Buy |
56,645
+3,254
| +6% | +$175K | 1.25% | 34 |
|
|
2018
Q4 | $2.51M | Buy |
53,391
+26,134
| +96% | +$1.23M | 1.2% | 35 |
|
|
2018
Q3 | $1.29M | Sell |
27,257
-561
| -2% | -$26.5K | 0.57% | 69 |
|
|
2018
Q2 | $1.38M | Sell |
27,818
-1,394
| -5% | -$69.3K | 0.68% | 63 |
|
|
2018
Q1 | $1.52M | Sell |
29,212
-946
| -3% | -$49.3K | 0.8% | 55 |
|
|
2017
Q4 | $1.39M | Sell |
30,158
-3,508
| -10% | -$162K | 0.75% | 57 |
|
|
2017
Q3 | $1.28M | Sell |
33,666
-1,659
| -5% | -$63.2K | 0.72% | 57 |
|
|
2017
Q2 | $1.19M | Sell |
35,325
-1,490
| -4% | -$50.3K | 0.72% | 59 |
|
|
2017
Q1 | $1.33M | Buy |
36,815
+1,282
| +4% | +$46.2K | 0.88% | 46 |
|
|
2016
Q4 | $1.29M | Buy |
+35,533
| New | +$1.29M | 1.03% | 41 |
|