MWM
Mattern Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,735
| Closed | -$275K | – | 175 |
|
|
2024
Q3 | $275K | Sell |
11,735
-1,763
| -13% | -$41.4K | 0.06% | 147 |
|
|
2024
Q2 | $418K | Buy |
13,498
+2,814
| +26% | +$87.2K | 0.1% | 120 |
|
|
2024
Q1 | $472K | Hold |
10,684
| – | – | 0.11% | 110 |
|
|
2023
Q4 | $537K | Sell |
10,684
-4,900
| -31% | -$246K | 0.14% | 102 |
|
|
2023
Q3 | $554K | Sell |
15,584
-275
| -2% | -$9.78K | 0.16% | 99 |
|
|
2023
Q2 | $530K | Buy |
15,859
+482
| +3% | +$16.1K | 0.15% | 104 |
|
|
2023
Q1 | $502K | Sell |
15,377
-1,286
| -8% | -$42K | 0.17% | 114 |
|
|
2022
Q4 | $440K | Sell |
16,663
-4,415
| -21% | -$117K | 0.18% | 107 |
|
|
2022
Q3 | $543K | Buy |
21,078
+2,200
| +12% | +$56.7K | 0.22% | 91 |
|
|
2022
Q2 | $706K | Buy |
18,878
+70
| +0.4% | +$2.62K | 0.28% | 78 |
|
|
2022
Q1 | $932K | Sell |
18,808
-100
| -0.5% | -$4.96K | 0.31% | 74 |
|
|
2021
Q4 | $974K | Hold |
18,908
| – | – | 0.29% | 83 |
|
|
2021
Q3 | $1.01M | Buy |
18,908
+2
| +0% | +$107 | 0.34% | 74 |
|
|
2021
Q2 | $1.04M | Sell |
18,906
-809
| -4% | -$44.5K | 0.33% | 75 |
|
|
2021
Q1 | $1.26M | Sell |
19,715
-58
| -0.3% | -$3.71K | 0.44% | 63 |
|
|
2020
Q4 | $985K | Buy |
19,773
+345
| +2% | +$17.2K | 0.37% | 77 |
|
|
2020
Q3 | $1.01M | Sell |
19,428
-1,245
| -6% | -$64.5K | 0.43% | 71 |
|
|
2020
Q2 | $1.24M | Sell |
20,673
-1,995
| -9% | -$119K | 0.6% | 53 |
|
|
2020
Q1 | $1.23M | Buy |
22,668
+205
| +0.9% | +$11.1K | 0.88% | 35 |
|
|
2019
Q4 | $1.34M | Buy |
+22,463
| New | +$1.34M | 0.81% | 49 |
|