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Merriman Wealth Management’s Intel INTC Stock Holding History

Merriman Wealth Management’s Portfolio INTC Stock Details INTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$213K Sell
10,608
-862
-8% -$19.4K 0.01% 197
2024
Q3 		$269K Sell
11,470
-310
-3% -$7.74K 0.01% 186
2024
Q2 		$365K Sell
11,780
-153
-1% -$5.01K 0.02% 157
2024
Q1 		$527K Buy
11,933
+615
+5% +$27.4K 0.02% 132
2023
Q4 		$569K Buy
11,318
+2,361
+26% +$95.9K 0.03% 120
2023
Q3 		$318K Buy
8,957
+256
+3% +$8.92K 0.02% 144
2023
Q2 		$291K Sell
8,701
-703
-7% -$22.1K 0.01% 177
2023
Q1 		$307K Buy
9,404
+40
+0.4% +$1.13K 0.02% 158
2022
Q4 		$247K Buy
9,364
+136
+1% +$3.78K 0.01% 182
2022
Q3 		$238K Sell
9,228
-610
-6% -$20.8K 0.02% 149
2022
Q2 		$368K Buy
9,838
+26
+0.3% +$1.13K 0.03% 116
2022
Q1 		$486K Sell
9,812
-2,287
-19% -$113K 0.04% 131
2021
Q4 		$623K Buy
12,099
+2,325
+24% +$119K 0.05% 132
2021
Q3 		$521K Sell
9,774
-337
-3% -$18.3K 0.04% 137
2021
Q2 		$568K Buy
10,111
+839
+9% +$49.2K 0.05% 152
2021
Q1 		$593K Sell
9,272
-6,683
-42% -$398K 0.07% 120
2020
Q4 		$795K Buy
15,955
+5,581
+54% +$273K 0.09% 125
2020
Q3 		$537K Sell
10,374
-143
-1% -$7.43K 0.08% 102
2020
Q2 		$629K Sell
10,517
-5,315
-34% -$318K 0.1% 93
2020
Q1 		$857K Sell
15,832
-1,383
-8% -$81.8K 0.19% 69
2019
Q4 		$1.03M Buy
17,215
+213
+1% +$11.9K 0.2% 94
2019
Q3 		$876K Buy
17,002
+184
+1% +$9.05K 0.18% 95
2019
Q2 		$8.08K Buy
16,818
+367
+2% +$18.2K 0.16% 100
2019
Q1 		$883K Sell
16,451
-121
-0.7% -$6.14K 0.17% 108
2018
Q4 		$783K Buy
16,572
+542
+3% +$25.4K 0.17% 75
2018
Q3 		$758K Buy
16,030
+6,453
+67% +$314K 0.16% 96
2018
Q2 		$476K Sell
9,577
-4,200
-30% -$223K 0.11% 112
2018
Q1 		$718K Sell
13,777
-1,277
-8% -$60.7K 0.19% 97
2017
Q4 		$695K Buy
15,054
+593
+4% +$25.9K 0.17% 98
2017
Q3 		$551K Buy
14,461
+500
+4% +$17.8K 0.13% 102
2017
Q2 		$471K Buy
13,961
+1,361
+11% +$48.7K 0.13% 85
2017
Q1 		$454K Buy
12,600
+934
+8% +$33.8K 0.11% 99
2016
Q4 		$423K Buy
11,666
+2,300
+25% +$82.4K 0.12% 98
2016
Q3 		$354K Buy
9,366
+3,200
+52% +$113K 0.07% 112
2016
Q2 		$202K Buy
+6,166
New +$193K 0.06% 98
2016
Q1 		– Sell
-5,916
Closed -$201K – 55
2015
Q4 		$201K Buy
+5,916
New +$200K 0.29% 35
2015
Q1 		– Sell
-6,886
Closed -$248K – 52
2014
Q4 		$248K Buy
6,886
+620
+10% +$21.6K 0.35% 35
2014
Q3 		$210K Buy
+6,266
New +$212K 0.27% 39

Other funds holding INTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Merriman Wealth Management's INTC Position: Q4 2024 in Review

Merriman Wealth Management reduced its Intel (INTC) stake by 7.5% in Q4 2024, selling an estimated $19.4K and leaving 10,608 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #197.

Merriman Wealth Management first reported a position in INTC in Q3 2014 and has held it in 38 quarters since. The position peaked at $1.03M in Q4 2019. 2,031 funds tracked by Wall St. Rank hold INTC as of Q4 2024.

  • Merriman Wealth Management held 10,608 shares of Intel worth $213K as of Q4 2024.
  • Merriman Wealth Management sold 862 Intel shares in Q4 2024, an estimated $19.4K.
  • Intel made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #197 holding.
  • Merriman Wealth Management first reported a position in Intel in Q3 2014 and has held it in 38 quarters since.
  • Merriman Wealth Management's Intel position peaked at $1.03M in Q4 2019.
  • 2,031 funds tracked by Wall St. Rank held Intel as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.