MWM
Modern Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
63,585
-1,588
| -2% | -$35.6K | 0.04% | 308 |
|
|
2025
Q1 | $1.48M | Buy |
65,173
+24,758
| +61% | +$562K | 0.05% | 249 |
|
|
2024
Q4 | $810K | Buy |
40,415
+28,469
| +238% | +$571K | 0.03% | 285 |
|
|
2024
Q3 | $280K | Sell |
11,946
-9,443
| -44% | -$222K | 0.02% | 356 |
|
|
2024
Q2 | $662K | Buy |
21,389
+15,334
| +253% | +$475K | 0.05% | 179 |
|
|
2024
Q1 | $267K | Buy |
+6,055
| New | +$267K | 0.02% | 255 |
|