MWM
Modera Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $895K | Sell |
39,973
-4,229
| -10% | -$94.7K | 0.01% | 347 |
|
|
2025
Q1 | $1M | Sell |
44,202
-1,654
| -4% | -$37.6K | 0.01% | 321 |
|
|
2024
Q4 | $919K | Sell |
45,856
-5,620
| -11% | -$113K | 0.01% | 341 |
|
|
2024
Q3 | $1.21M | Sell |
51,476
-23,355
| -31% | -$548K | 0.02% | 284 |
|
|
2024
Q2 | $2.32M | Sell |
74,831
-1,015
| -1% | -$31.4K | 0.03% | 209 |
|
|
2024
Q1 | $3.35M | Sell |
75,846
-1,757
| -2% | -$77.6K | 0.05% | 190 |
|
|
2023
Q4 | $3.9M | Buy |
77,603
+591
| +0.8% | +$29.7K | 0.06% | 174 |
|
|
2023
Q3 | $2.74M | Sell |
77,012
-10,584
| -12% | -$376K | 0.05% | 189 |
|
|
2023
Q2 | $2.93M | Buy |
87,596
+60,537
| +224% | +$2.02M | 0.05% | 193 |
|
|
2023
Q1 | $884K | Buy |
27,059
+176
| +0.7% | +$5.75K | 0.03% | 169 |
|
|
2022
Q4 | $711K | Sell |
26,883
-1,836
| -6% | -$48.5K | 0.03% | 170 |
|
|
2022
Q3 | $740K | Sell |
28,719
-22,993
| -44% | -$592K | 0.04% | 156 |
|
|
2022
Q2 | $1.94M | Buy |
51,712
+10,574
| +26% | +$396K | 0.09% | 91 |
|
|
2022
Q1 | $2.04M | Sell |
41,138
-35,793
| -47% | -$1.77M | 0.09% | 97 |
|
|
2021
Q4 | $3.96M | Buy |
76,931
+49,620
| +182% | +$2.56M | 0.15% | 70 |
|
|
2021
Q3 | $1.46M | Buy |
27,311
+648
| +2% | +$34.5K | 0.07% | 86 |
|
|
2021
Q2 | $1.5M | Buy |
26,663
+768
| +3% | +$43.1K | 0.08% | 85 |
|
|
2021
Q1 | $1.66M | Sell |
25,895
-1,013
| -4% | -$64.8K | 0.11% | 71 |
|
|
2020
Q4 | $1.34M | Buy |
26,908
+2,803
| +12% | +$140K | 0.11% | 78 |
|
|
2020
Q3 | $1.25M | Buy |
24,105
+92
| +0.4% | +$4.76K | 0.19% | 44 |
|
|
2020
Q2 | $1.44M | Sell |
24,013
-129
| -0.5% | -$7.72K | 0.23% | 40 |
|
|
2020
Q1 | $1.31M | Buy |
24,142
+918
| +4% | +$49.7K | 0.27% | 41 |
|
|
2019
Q4 | $1.39M | Buy |
23,224
+1,134
| +5% | +$67.9K | 0.22% | 39 |
|
|
2019
Q3 | $1.14M | Sell |
22,090
-615
| -3% | -$31.7K | 0.19% | 44 |
|
|
2019
Q2 | $1.09M | Buy |
22,705
+1,072
| +5% | +$51.3K | 0.2% | 46 |
|
|
2019
Q1 | $1.16M | Sell |
21,633
-218
| -1% | -$11.7K | 0.22% | 42 |
|
|
2018
Q4 | $1.03M | Sell |
21,851
-1,300
| -6% | -$61K | 0.2% | 43 |
|
|
2018
Q3 | $1.1M | Buy |
23,151
+1,273
| +6% | +$60.2K | 0.22% | 44 |
|
|
2018
Q2 | $1.09M | Buy |
21,878
+2,366
| +12% | +$118K | 0.23% | 39 |
|
|
2018
Q1 | $1.02M | Buy |
19,512
+1,478
| +8% | +$77K | 0.21% | 40 |
|
|
2017
Q4 | $832K | Sell |
18,034
-2,594
| -13% | -$120K | 0.18% | 51 |
|
|
2017
Q3 | $785K | Sell |
20,628
-1,397
| -6% | -$53.2K | 0.18% | 50 |
|
|
2017
Q2 | $743K | Sell |
22,025
-9,026
| -29% | -$304K | 0.18% | 51 |
|
|
2017
Q1 | $1.12M | Buy |
31,051
+3,316
| +12% | +$120K | 0.28% | 35 |
|
|
2016
Q4 | $1.01M | Buy |
27,735
+443
| +2% | +$16.1K | 0.34% | 34 |
|
|
2016
Q3 | $1.03M | Buy |
27,292
+2,141
| +9% | +$80.8K | 0.35% | 34 |
|
|
2016
Q2 | $825K | Sell |
25,151
-948
| -4% | -$31.1K | 0.29% | 39 |
|
|
2016
Q1 | $844K | Buy |
26,099
+17,425
| +201% | +$563K | 0.29% | 37 |
|
|
2015
Q4 | $299K | Sell |
8,674
-375
| -4% | -$12.9K | 0.12% | 61 |
|
|
2015
Q3 | $273K | Buy |
9,049
+1,536
| +20% | +$46.3K | 0.11% | 59 |
|
|
2015
Q2 | $228K | Sell |
7,513
-231
| -3% | -$7.01K | 0.09% | 74 |
|
|
2015
Q1 | $242K | Buy |
7,744
+446
| +6% | +$13.9K | 0.09% | 70 |
|
|
2014
Q4 | $265K | Hold |
7,298
| – | – | 0.1% | 69 |
|
|
2014
Q3 | $254K | Buy |
+7,298
| New | +$254K | 0.11% | 70 |
|
|
2014
Q1 | – | Sell |
-9,708
| Closed | -$252K | – | 76 |
|
|
2013
Q4 | $252K | Buy |
+9,708
| New | +$252K | 0.1% | 76 |
|