MGWM
Marks Group Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,052
| Closed | -$259K | – | 293 |
|
|
2024
Q3 | $259K | Sell |
11,052
-32,148
| -74% | -$754K | 0.02% | 271 |
|
|
2024
Q2 | $1.34M | Buy |
43,200
+4,167
| +11% | +$129K | 0.14% | 148 |
|
|
2024
Q1 | $1.72M | Sell |
39,033
-4,220
| -10% | -$186K | 0.18% | 135 |
|
|
2023
Q4 | $2.17M | Sell |
43,253
-3,278
| -7% | -$165K | 0.25% | 113 |
|
|
2023
Q3 | $1.65M | Sell |
46,531
-2,939
| -6% | -$104K | 0.2% | 133 |
|
|
2023
Q2 | $1.65M | Buy |
49,470
+7,040
| +17% | +$235K | 0.2% | 135 |
|
|
2023
Q1 | $1.39M | Buy |
42,430
+7,989
| +23% | +$261K | 0.18% | 138 |
|
|
2022
Q4 | $910K | Buy |
34,441
+2,296
| +7% | +$60.7K | 0.12% | 166 |
|
|
2022
Q3 | $828K | Buy |
32,145
+5,974
| +23% | +$154K | 0.13% | 171 |
|
|
2022
Q2 | $979K | Buy |
26,171
+4,579
| +21% | +$171K | 0.14% | 159 |
|
|
2022
Q1 | $1.07M | Buy |
21,592
+4,891
| +29% | +$243K | 0.13% | 161 |
|
|
2021
Q4 | $855K | Buy |
16,701
+2,684
| +19% | +$137K | 0.1% | 191 |
|
|
2021
Q3 | $751K | Buy |
14,017
+5,903
| +73% | +$316K | 0.1% | 174 |
|
|
2021
Q2 | $457K | Buy |
+8,114
| New | +$457K | 0.06% | 190 |
|