MWM
Mascoma Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.3K | Sell |
2,423
-100
| -4% | -$2.24K | 0.01% | 182 |
|
|
2025
Q1 | $57.3K | Hold |
2,523
| – | – | 0.01% | 175 |
|
|
2024
Q4 | $50.6K | Hold |
2,523
| – | – | 0.01% | 194 |
|
|
2024
Q3 | $59.2K | Sell |
2,523
-817
| -24% | -$19.2K | 0.01% | 183 |
|
|
2024
Q2 | $103K | Sell |
3,340
-1,194
| -26% | -$37K | 0.03% | 136 |
|
|
2024
Q1 | $200K | Sell |
4,534
-458
| -9% | -$20.2K | 0.06% | 94 |
|
|
2023
Q4 | $251K | Buy |
4,992
+47
| +1% | +$2.36K | 0.08% | 87 |
|
|
2023
Q3 | $176K | Buy |
4,945
+74
| +2% | +$2.63K | 0.06% | 109 |
|
|
2023
Q2 | $171K | Sell |
4,871
-2,424
| -33% | -$84.9K | 0.05% | 112 |
|
|
2023
Q1 | $227K | Sell |
7,295
-993
| -12% | -$30.8K | 0.07% | 110 |
|
|
2022
Q4 | $219K | Sell |
8,288
-180
| -2% | -$4.76K | 0.07% | 106 |
|
|
2022
Q3 | $218K | Sell |
8,468
-41
| -0.5% | -$1.06K | 0.08% | 104 |
|
|
2022
Q2 | $318K | Buy |
8,509
+1
| +0% | +$37 | 0.11% | 93 |
|
|
2022
Q1 | $422K | Buy |
8,508
+137
| +2% | +$6.8K | 0.13% | 81 |
|
|
2021
Q4 | $431K | Sell |
8,371
-598
| -7% | -$30.8K | 0.15% | 68 |
|
|
2021
Q3 | $478K | Sell |
8,969
-82
| -0.9% | -$4.37K | 0.19% | 61 |
|
|
2021
Q2 | $508K | Buy |
9,051
+569
| +7% | +$31.9K | 0.22% | 58 |
|
|
2021
Q1 | $543K | Sell |
8,482
-19,578
| -70% | -$1.25M | 0.23% | 54 |
|
|
2020
Q4 | $1.4M | Buy |
+28,060
| New | +$1.4M | 0.7% | 30 |
|
|
2019
Q3 | $1.7M | Buy |
32,955
+2,821
| +9% | +$145K | 1.07% | 21 |
|
|
2019
Q2 | $1.44M | Buy |
30,134
+4,376
| +17% | +$210K | 0.9% | 18 |
|
|
2019
Q1 | $1.38M | Buy |
25,758
+4,727
| +22% | +$254K | 0.93% | 17 |
|
|
2018
Q4 | $987K | Buy |
21,031
+3,232
| +18% | +$152K | 0.75% | 22 |
|
|
2018
Q3 | $842K | Buy |
17,799
+2,252
| +14% | +$107K | 0.56% | 26 |
|
|
2018
Q2 | $773K | Buy |
15,547
+8,018
| +106% | +$399K | 0.54% | 28 |
|
|
2018
Q1 | $392K | Buy |
7,529
+550
| +8% | +$28.6K | 0.26% | 47 |
|
|
2017
Q4 | $322K | Sell |
6,979
-45,174
| -87% | -$2.08M | 0.2% | 53 |
|
|
2017
Q3 | $1.99M | Buy |
52,153
+4,864
| +10% | +$185K | 1.33% | 18 |
|
|
2017
Q2 | $1.6M | Buy |
47,289
+18,332
| +63% | +$619K | 1.08% | 19 |
|
|
2017
Q1 | $1.04M | Hold |
28,957
| – | – | 0.75% | 22 |
|
|
2016
Q4 | $1.05M | Buy |
+28,957
| New | +$1.05M | 0.77% | 23 |
|