MWA
Meridian Wealth Advisors’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-6,582
| Closed | -$291K | – | 178 |
|
2024
Q1 | $291K | Sell |
6,582
-700
| -10% | -$30.9K | 0.05% | 150 |
|
2023
Q4 | $366K | Sell |
7,282
-83
| -1% | -$4.17K | 0.08% | 126 |
|
2023
Q3 | $262K | Buy |
7,365
+83
| +1% | +$2.95K | 0.07% | 155 |
|
2023
Q2 | $244K | Sell |
7,282
-3,552
| -33% | -$119K | 0.06% | 162 |
|
2023
Q1 | $354K | Sell |
10,834
-1,445
| -12% | -$47.2K | 0.09% | 133 |
|
2022
Q4 | $325K | Sell |
12,279
-3,029
| -20% | -$80.1K | 0.08% | 147 |
|
2022
Q3 | $394K | Sell |
15,308
-2,627
| -15% | -$67.6K | 0.11% | 128 |
|
2022
Q2 | $671K | Buy |
17,935
+1,450
| +9% | +$54.2K | 0.18% | 100 |
|
2022
Q1 | $817K | Buy |
16,485
+4,251
| +35% | +$211K | 0.19% | 96 |
|
2021
Q4 | $630K | Buy |
12,234
+456
| +4% | +$23.5K | 0.15% | 110 |
|
2021
Q3 | $628K | Buy |
11,778
+250
| +2% | +$13.3K | 0.17% | 104 |
|
2021
Q2 | $647K | Buy |
11,528
+2,182
| +23% | +$122K | 0.18% | 101 |
|
2021
Q1 | $598K | Sell |
9,346
-1,646
| -15% | -$105K | 0.2% | 97 |
|
2020
Q4 | $548K | Sell |
10,992
-1,854
| -14% | -$92.4K | 0.2% | 99 |
|
2020
Q3 | $665K | Buy |
12,846
+954
| +8% | +$49.4K | 0.29% | 77 |
|
2020
Q2 | $712K | Buy |
11,892
+39
| +0.3% | +$2.34K | 0.33% | 68 |
|
2020
Q1 | $641K | Sell |
11,853
-204
| -2% | -$11K | 0.35% | 60 |
|
2019
Q4 | $722K | Buy |
12,057
+800
| +7% | +$47.9K | 0.28% | 69 |
|
2019
Q3 | $580K | Buy |
11,257
+3,798
| +51% | +$196K | 0.25% | 78 |
|
2019
Q2 | $377K | Hold |
7,459
| – | – | 0.26% | 83 |
|
2019
Q1 | $401K | Buy |
7,459
+205
| +3% | +$11K | 0.29% | 76 |
|
2018
Q4 | $340K | Buy |
+7,254
| New | +$340K | 0.26% | 77 |
|