One Charles Private Wealth Services’s Intel INTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$255K	Sell	5,770 -44	-0.8%	-$2.02K	0.06%	138
2025 Q4	$215K	Buy	+5,814	New	+$220K	0.06%	156
2024 Q3	–	Sell	-6,508	Closed	-$202K	–	158
2024 Q2	$202K	Sell	6,508 -317	-5%	-$10.4K	0.08%	144
2024 Q1	$301K	Buy	6,825 +236	+4%	+$10.5K	0.13%	110
2023 Q4	$331K	Sell	6,589 -340	-5%	-$13.8K	0.18%	97
2023 Q3	$246K	Sell	6,929 -525	-7%	-$18.3K	0.14%	107
2023 Q2	$249K	Sell	7,454 -823	-10%	-$25.8K	0.14%	111
2023 Q1	$270K	Sell	8,277 -1,899	-19%	-$53.8K	0.17%	102
2022 Q4	$269K	Sell	10,176 -599	-6%	-$16.6K	0.17%	97
2022 Q3	$278K	Buy	10,775 +317	+3%	+$10.8K	0.18%	92
2022 Q2	$389K	Buy	10,458 +1,102	+12%	+$47.7K	0.26%	69
2022 Q1	$464K	Buy	9,356 +1,126	+14%	+$55.8K	0.29%	64
2021 Q4	$424K	Buy	8,230 +1	+0%	+$51	0.24%	68
2021 Q3	$438K	Buy	8,229 +1,751	+27%	+$94.9K	0.25%	60
2021 Q2	$364K	Buy	+6,478	New	+$380K	0.24%	71
2020 Q3	–	Sell	-5,508	Closed	-$271K	–	57
2020 Q2	$271K	Buy	+5,508	New	+$329K	0.14%	71