O'Brien Wealth Partners’s Intel INTC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,427
| Closed | -$63K | – | 65 |
|
2024
Q1 | $63K | Sell |
1,427
-356
| -20% | -$15.7K | 0.01% | 54 |
|
2023
Q4 | $89.6K | Buy |
+1,783
| New | +$89.6K | 0.02% | 52 |
|
2022
Q2 | – | Sell |
-2,742
| Closed | -$118K | – | 66 |
|
2022
Q1 | $118K | Buy |
2,742
+724
| +36% | +$31.2K | 0.05% | 50 |
|
2021
Q4 | $98K | Sell |
2,018
-82
| -4% | -$3.98K | 0.03% | 50 |
|
2021
Q3 | $113K | Sell |
2,100
-1,664
| -44% | -$89.5K | 0.04% | 42 |
|
2021
Q2 | $211K | Buy |
3,764
+323
| +9% | +$18.1K | 0.07% | 43 |
|
2021
Q1 | $230K | Buy |
+3,441
| New | +$230K | 0.08% | 38 |
|
2020
Q3 | – | Sell |
-3,510
| Closed | -$205K | – | 38 |
|
2020
Q2 | $205K | Buy |
+3,510
| New | +$205K | 0.09% | 29 |
|
2020
Q1 | – | Sell |
-3,376
| Closed | -$202K | – | 36 |
|
2019
Q4 | $202K | Buy |
+3,376
| New | +$202K | 0.14% | 43 |
|
2018
Q4 | – | Sell |
-1,649
| Closed | -$78K | – | 133 |
|
2018
Q3 | $78K | Buy |
1,649
+1,417
| +611% | +$67K | 0.05% | 59 |
|
2018
Q2 | $12K | Sell |
232
-1,327
| -85% | -$68.6K | 0.01% | 57 |
|
2018
Q1 | $81K | Buy |
+1,559
| New | +$81K | 0.06% | 47 |
|