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PWM
Palumbo Wealth Management’s
Intel
INTC
Stock Holding History
Palumbo Wealth Management’s Portfolio
INTC Stock Details
INTC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-7,058
Closed
-$219K
–
163
2024
Q2
$219K
Sell
7,058
-546
-7%
-$17.9K
0.09%
125
2024
Q1
$336K
Sell
7,604
-10,612
-58%
-$473K
0.15%
99
2023
Q4
$915K
Buy
18,216
+11,223
+160%
+$456K
0.47%
55
2023
Q3
$249K
Sell
6,993
-4,848
-41%
-$169K
0.14%
100
2023
Q2
$396K
Sell
11,841
-4,300
-27%
-$135K
0.24%
71
2023
Q1
$527K
Sell
16,141
-1,573
-9%
-$44.6K
0.35%
53
2022
Q4
$468K
Sell
17,714
-1,250
-7%
-$34.7K
0.37%
55
2022
Q3
$489K
Buy
18,964
+774
+4%
+$26.4K
0.41%
52
2022
Q2
$680K
Buy
18,190
+843
+5%
+$36.5K
0.54%
43
2022
Q1
$860K
Buy
17,347
+707
+4%
+$35K
0.55%
46
2021
Q4
$857K
Buy
16,640
+2,531
+18%
+$129K
0.54%
43
2021
Q3
$752K
Buy
14,109
+759
+6%
+$41.1K
0.5%
45
2021
Q2
$749K
Sell
13,350
-15
-0.1%
-$880
0.5%
50
2021
Q1
$855K
Buy
13,365
+46
+0.3%
+$2.74K
0.64%
37
2020
Q4
$664K
Buy
+13,319
New
+$650K
0.54%
41
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1-Year Est. Return
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1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Primecap Management
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$127B AUM
44.11%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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