MWM
MinichMacGregor Wealth Management’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-3,279
| Closed | -$86.7K | – | 344 |
|
2022
Q4 | $86.7K | Buy |
+3,279
| New | +$86.7K | 0.03% | 127 |
|
2019
Q1 | – | Sell |
-11,300
| Closed | -$430K | – | 83 |
|
2018
Q4 | $430K | Buy |
11,300
+9,312
| +468% | +$354K | 0.29% | 71 |
|
2018
Q3 | $92K | Sell |
1,988
-102
| -5% | -$4.72K | 0.06% | 89 |
|
2018
Q2 | $104K | Sell |
2,090
-271
| -11% | -$13.5K | 0.07% | 77 |
|
2018
Q1 | $122K | Buy |
2,361
+691
| +41% | +$35.7K | 0.1% | 59 |
|
2017
Q4 | $77K | Buy |
1,670
+24
| +1% | +$1.11K | 0.06% | 82 |
|
2017
Q3 | $62K | Sell |
1,646
-12
| -0.7% | -$452 | 0.05% | 91 |
|
2017
Q2 | $55K | Sell |
1,658
-11
| -0.7% | -$365 | 0.05% | 97 |
|
2017
Q1 | $60K | Sell |
1,669
-23
| -1% | -$827 | 0.05% | 92 |
|
2016
Q4 | $61K | Buy |
1,692
+7
| +0.4% | +$252 | 0.06% | 91 |
|
2016
Q3 | $63K | Buy |
1,685
+76
| +5% | +$2.84K | 0.06% | 94 |
|
2016
Q2 | $52K | Sell |
1,609
-159
| -9% | -$5.14K | 0.05% | 106 |
|
2016
Q1 | $57K | Sell |
1,768
-23
| -1% | -$742 | 0.06% | 94 |
|
2015
Q4 | $61K | Buy |
+1,791
| New | +$61K | 0.06% | 91 |
|