PPWM
Paragon Private Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24,083
| Closed | -$565K | – | 170 |
|
|
2024
Q3 | $565K | Sell |
24,083
-5,478
| -19% | -$129K | 0.28% | 96 |
|
|
2024
Q2 | $916K | Buy |
29,561
+1,294
| +5% | +$40.1K | 0.52% | 57 |
|
|
2024
Q1 | $1.25M | Buy |
28,267
+2,338
| +9% | +$103K | 0.74% | 41 |
|
|
2023
Q4 | $1.3M | Buy |
+25,929
| New | +$1.3M | 0.91% | 38 |
|