MWM
Mission Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Sell |
154,789
-10,036
| -6% | -$225K | 0.07% | 146 |
|
|
2025
Q1 | $3.74M | Sell |
164,825
-9,749
| -6% | -$221K | 0.09% | 123 |
|
|
2024
Q4 | $3.5M | Buy |
174,574
+2,152
| +1% | +$43.1K | 0.08% | 119 |
|
|
2024
Q3 | $4.05M | Sell |
172,422
-24,249
| -12% | -$569K | 0.1% | 105 |
|
|
2024
Q2 | $6.09M | Buy |
196,671
+1,321
| +0.7% | +$40.9K | 0.16% | 77 |
|
|
2024
Q1 | $8.63M | Buy |
195,350
+16,314
| +9% | +$721K | 0.23% | 65 |
|
|
2023
Q4 | $9M | Buy |
179,036
+39,293
| +28% | +$1.97M | 0.29% | 47 |
|
|
2023
Q3 | $4.97M | Buy |
139,743
+3,986
| +3% | +$142K | 0.19% | 69 |
|
|
2023
Q2 | $4.54M | Buy |
135,757
+2,620
| +2% | +$87.6K | 0.17% | 72 |
|
|
2023
Q1 | $4.35M | Buy |
133,137
+60,884
| +84% | +$1.99M | 0.18% | 70 |
|
|
2022
Q4 | $1.91M | Buy |
72,253
+14,663
| +25% | +$388K | 0.09% | 122 |
|
|
2022
Q3 | $1.48M | Buy |
57,590
+2,346
| +4% | +$60.5K | 0.08% | 128 |
|
|
2022
Q2 | $2.07M | Buy |
55,244
+4,156
| +8% | +$156K | 0.11% | 104 |
|
|
2022
Q1 | $2.53M | Buy |
51,088
+124
| +0.2% | +$6.14K | 0.12% | 94 |
|
|
2021
Q4 | $2.63M | Buy |
50,964
+1,412
| +3% | +$72.7K | 0.12% | 90 |
|
|
2021
Q3 | $2.64M | Sell |
49,552
-9,260
| -16% | -$493K | 0.13% | 82 |
|
|
2021
Q2 | $3.3M | Buy |
58,812
+2,661
| +5% | +$149K | 0.18% | 65 |
|
|
2021
Q1 | $3.59M | Buy |
56,151
+2,342
| +4% | +$150K | 0.21% | 57 |
|
|
2020
Q4 | $2.68M | Sell |
53,809
-706
| -1% | -$35.2K | 0.17% | 70 |
|
|
2020
Q3 | $2.82M | Sell |
54,515
-22,210
| -29% | -$1.15M | 0.21% | 59 |
|
|
2020
Q2 | $4.59M | Buy |
76,725
+21,886
| +40% | +$1.31M | 0.4% | 42 |
|
|
2020
Q1 | $2.97M | Sell |
54,839
-949
| -2% | -$51.4K | 0.33% | 43 |
|
|
2019
Q4 | $3.34M | Sell |
55,788
-713
| -1% | -$42.7K | 0.32% | 48 |
|
|
2019
Q3 | $2.91M | Buy |
56,501
+2,129
| +4% | +$110K | 0.31% | 52 |
|
|
2019
Q2 | $2.6M | Sell |
54,372
-1,745
| -3% | -$83.5K | 0.29% | 54 |
|
|
2019
Q1 | $3.01M | Buy |
56,117
+9,631
| +21% | +$517K | 0.35% | 41 |
|
|
2018
Q4 | $2.18M | Sell |
46,486
-491
| -1% | -$23K | 0.28% | 51 |
|
|
2018
Q3 | $2.22M | Sell |
46,977
-1,247
| -3% | -$59K | 0.29% | 49 |
|
|
2018
Q2 | $2.4M | Buy |
48,224
+2,243
| +5% | +$111K | 0.35% | 41 |
|
|
2018
Q1 | $2.4M | Sell |
45,981
-3,456
| -7% | -$180K | 0.39% | 36 |
|
|
2017
Q4 | $2.28M | Buy |
49,437
+3,958
| +9% | +$183K | 0.39% | 38 |
|
|
2017
Q3 | $1.73M | Buy |
45,479
+1,578
| +4% | +$60.1K | 0.32% | 39 |
|
|
2017
Q2 | $1.48M | Buy |
43,901
+17,791
| +68% | +$600K | 0.28% | 43 |
|
|
2017
Q1 | $942K | Sell |
26,110
-1,293
| -5% | -$46.6K | 0.18% | 62 |
|
|
2016
Q4 | $994K | Buy |
27,403
+2,082
| +8% | +$75.5K | 0.2% | 58 |
|
|
2016
Q3 | $956K | Sell |
25,321
-803
| -3% | -$30.3K | 0.23% | 53 |
|
|
2016
Q2 | $857K | Buy |
26,124
+121
| +0.5% | +$3.97K | 0.23% | 47 |
|
|
2016
Q1 | $841K | Buy |
26,003
+133
| +0.5% | +$4.3K | 0.23% | 51 |
|
|
2015
Q4 | $891K | Buy |
25,870
+74
| +0.3% | +$2.55K | 0.25% | 41 |
|
|
2015
Q3 | $777K | Buy |
25,796
+2,584
| +11% | +$77.8K | 0.24% | 41 |
|
|
2015
Q2 | $726K | Buy |
+23,212
| New | +$726K | 0.25% | 51 |
|