OWM
Opes Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
11,236
-2,528
| -18% | -$56.6K | 0.04% | 130 |
|
|
2025
Q1 | $313K | Buy |
13,764
+43
| +0.3% | +$977 | 0.06% | 113 |
|
|
2024
Q4 | $275K | Buy |
13,721
+183
| +1% | +$3.67K | 0.06% | 115 |
|
|
2024
Q3 | $318K | Buy |
13,538
+285
| +2% | +$6.69K | 0.06% | 110 |
|
|
2024
Q2 | $410K | Buy |
13,253
+50
| +0.4% | +$1.55K | 0.09% | 87 |
|
|
2024
Q1 | $583K | Sell |
13,203
-55
| -0.4% | -$2.43K | 0.13% | 74 |
|
|
2023
Q4 | $666K | Sell |
13,258
-379
| -3% | -$19K | 0.16% | 68 |
|
|
2023
Q3 | $485K | Sell |
13,637
-175
| -1% | -$6.22K | 0.13% | 79 |
|
|
2023
Q2 | $462K | Buy |
13,812
+4,431
| +47% | +$148K | 0.13% | 84 |
|
|
2023
Q1 | $307K | Hold |
9,381
| – | – | 0.1% | 89 |
|
|
2022
Q4 | $248K | Sell |
9,381
-1,158
| -11% | -$30.6K | 0.09% | 91 |
|
|
2022
Q3 | $272K | Buy |
10,539
+2,086
| +25% | +$53.8K | 0.11% | 81 |
|
|
2022
Q2 | $316K | Hold |
8,453
| – | – | 0.13% | 74 |
|
|
2022
Q1 | $419K | Sell |
8,453
-78
| -0.9% | -$3.87K | 0.14% | 75 |
|
|
2021
Q4 | $439K | Hold |
8,531
| – | – | 0.14% | 74 |
|
|
2021
Q3 | $455K | Hold |
8,531
| – | – | 0.16% | 66 |
|
|
2021
Q2 | $479K | Sell |
8,531
-2,346
| -22% | -$132K | 0.18% | 56 |
|
|
2021
Q1 | $696K | Buy |
10,877
+1,464
| +16% | +$93.7K | 0.27% | 45 |
|
|
2020
Q4 | $469K | Sell |
9,413
-1,685
| -15% | -$84K | 0.23% | 52 |
|
|
2020
Q3 | $575K | Buy |
11,098
+360
| +3% | +$18.7K | 0.27% | 41 |
|
|
2020
Q2 | $642K | Buy |
10,738
+4,806
| +81% | +$287K | 0.33% | 40 |
|
|
2020
Q1 | $321K | Buy |
5,932
+1,825
| +44% | +$98.8K | 0.24% | 38 |
|
|
2019
Q4 | $246K | Hold |
4,107
| – | – | 0.15% | 44 |
|
|
2019
Q3 | $212K | Buy |
+4,107
| New | +$212K | 0.14% | 50 |
|