MSFP
Mark Sheptoff Financial Planning’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.5K | Hold |
3,400
| – | – | 0.04% | 145 |
|
|
2025
Q1 | $82.5K | Sell |
3,400
-25,100
| -88% | -$609K | 0.05% | 132 |
|
|
2024
Q4 | $571K | Buy |
28,500
+16,500
| +138% | +$331K | 0.31% | 54 |
|
|
2024
Q3 | $282K | Buy |
12,000
+8,500
| +243% | +$199K | 0.15% | 82 |
|
|
2024
Q2 | $108K | Sell |
3,500
-300
| -8% | -$9.29K | 0.06% | 126 |
|
|
2024
Q1 | $168K | Buy |
3,800
+300
| +9% | +$13.3K | 0.09% | 107 |
|
|
2023
Q4 | $176K | Hold |
3,500
| – | – | 0.11% | 96 |
|
|
2023
Q3 | $124K | Hold |
3,500
| – | – | 0.08% | 104 |
|
|
2023
Q2 | $117K | Buy |
3,500
+100
| +3% | +$3.34K | 0.07% | 110 |
|
|
2023
Q1 | $113K | Hold |
3,400
| – | – | 0.07% | 108 |
|
|
2022
Q4 | $113K | Hold |
3,400
| – | – | 0.07% | 105 |
|
|
2022
Q3 | $113K | Sell |
3,400
-722
| -18% | -$24K | 0.07% | 101 |
|
|
2022
Q2 | $154K | Hold |
4,122
| – | – | 0.09% | 99 |
|
|
2022
Q1 | $204K | Buy |
4,122
+600
| +17% | +$29.7K | 0.1% | 106 |
|
|
2021
Q4 | $181K | Buy |
3,522
+122
| +4% | +$6.27K | 0.09% | 112 |
|
|
2021
Q3 | $183K | Sell |
3,400
-100
| -3% | -$5.38K | 0.1% | 108 |
|
|
2021
Q2 | $196K | Hold |
3,500
| – | – | 0.11% | 103 |
|
|
2021
Q1 | $224K | Buy |
3,500
+100
| +3% | +$6.4K | 0.13% | 88 |
|
|
2020
Q4 | $170K | Hold |
3,400
| – | – | 0.1% | 106 |
|
|
2020
Q3 | $176K | Hold |
3,400
| – | – | 0.11% | 94 |
|
|
2020
Q2 | $203K | Sell |
3,400
-130
| -4% | -$7.76K | 0.13% | 83 |
|
|
2020
Q1 | $191K | Buy |
3,530
+130
| +4% | +$7.03K | 0.14% | 79 |
|
|
2019
Q4 | $203K | Hold |
3,400
| – | – | 0.13% | 91 |
|
|
2019
Q3 | $175K | Sell |
3,400
-8,930
| -72% | -$460K | 0.12% | 95 |
|
|
2019
Q2 | $590K | Buy |
12,330
+1,450
| +13% | +$69.4K | 0.4% | 50 |
|
|
2019
Q1 | $584K | Buy |
10,880
+1,950
| +22% | +$105K | 0.42% | 48 |
|
|
2018
Q4 | $419K | Hold |
8,930
| – | – | 0.35% | 56 |
|
|
2018
Q3 | $422K | Hold |
8,930
| – | – | 0.29% | 71 |
|
|
2018
Q2 | $444K | Buy |
8,930
+130
| +1% | +$6.46K | 0.33% | 70 |
|
|
2018
Q1 | $458K | Hold |
8,800
| – | – | 0.32% | 70 |
|
|
2017
Q4 | $406K | Hold |
8,800
| – | – | 0.26% | 76 |
|
|
2017
Q3 | $335K | Hold |
8,800
| – | – | 0.22% | 86 |
|
|
2017
Q2 | $297K | Sell |
8,800
-1
| -0% | -$34 | 0.2% | 92 |
|
|
2017
Q1 | $317K | Buy |
8,801
+3,401
| +63% | +$122K | 0.23% | 82 |
|
|
2016
Q4 | $196K | Hold |
5,400
| – | – | 0.15% | 102 |
|
|
2016
Q3 | $204K | Buy |
5,400
+1,896
| +54% | +$71.6K | 0.15% | 100 |
|
|
2016
Q2 | $115K | Sell |
3,504
-596
| -15% | -$19.6K | 0.09% | 120 |
|
|
2016
Q1 | $133K | Sell |
4,100
-50
| -1% | -$1.62K | 0.11% | 108 |
|
|
2015
Q4 | $143K | Hold |
4,150
| – | – | 0.12% | 110 |
|
|
2015
Q3 | $125K | Sell |
4,150
-2,381
| -36% | -$71.7K | 0.11% | 120 |
|
|
2015
Q2 | $199K | Sell |
6,531
-19,805
| -75% | -$603K | 0.16% | 101 |
|
|
2015
Q1 | $824K | Sell |
26,336
-1,435
| -5% | -$44.9K | 0.69% | 43 |
|
|
2014
Q4 | $1.01M | Buy |
27,771
+23,039
| +487% | +$836K | 0.89% | 30 |
|
|
2014
Q3 | $165K | Hold |
4,732
| – | – | 0.15% | 113 |
|
|
2014
Q2 | $146K | Hold |
4,732
| – | – | 0.12% | 120 |
|
|
2014
Q1 | $122K | Buy |
+4,732
| New | +$122K | 0.11% | 133 |
|