PWM
Paulson Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,796
| Closed | -$256K | – | 143 |
|
|
2024
Q1 | $256K | Hold |
5,796
| – | – | 0.08% | 123 |
|
|
2023
Q4 | $291K | Sell |
5,796
-815
| -12% | -$41K | 0.09% | 108 |
|
|
2023
Q3 | $235K | Buy |
6,611
+100
| +2% | +$3.56K | 0.08% | 115 |
|
|
2023
Q2 | $218K | Buy |
+6,511
| New | +$218K | 0.07% | 122 |
|
|
2022
Q4 | – | Sell |
-9,072
| Closed | -$234K | – | 88 |
|
|
2022
Q3 | $234K | Buy |
+9,072
| New | +$234K | 0.13% | 70 |
|
|
2021
Q4 | – | Sell |
-7,361
| Closed | -$392K | – | 96 |
|
|
2021
Q3 | $392K | Buy |
7,361
+2,537
| +53% | +$135K | 0.19% | 65 |
|
|
2021
Q2 | $271K | Buy |
4,824
+444
| +10% | +$24.9K | 0.13% | 72 |
|
|
2021
Q1 | $285K | Buy |
+4,380
| New | +$285K | 0.14% | 69 |
|
|
2020
Q4 | – | Sell |
-4,021
| Closed | -$208K | – | 87 |
|
|
2020
Q3 | $208K | Sell |
4,021
-3,302
| -45% | -$171K | 0.13% | 82 |
|
|
2020
Q2 | $438K | Sell |
7,323
-161
| -2% | -$9.63K | 0.31% | 48 |
|
|
2020
Q1 | $441K | Buy |
7,484
+270
| +4% | +$15.9K | 0.34% | 47 |
|
|
2019
Q4 | $430K | Buy |
7,214
+334
| +5% | +$19.9K | 0.3% | 63 |
|
|
2019
Q3 | $355K | Buy |
6,880
+95
| +1% | +$4.9K | 0.27% | 68 |
|
|
2019
Q2 | $351K | Buy |
6,785
+113
| +2% | +$5.85K | 0.26% | 74 |
|
|
2019
Q1 | $358K | Buy |
6,672
+295
| +5% | +$15.8K | 0.27% | 77 |
|
|
2018
Q4 | $308K | Buy |
6,377
+1,424
| +29% | +$68.8K | 0.25% | 85 |
|
|
2018
Q3 | $220K | Sell |
4,953
-34
| -0.7% | -$1.51K | 0.2% | 114 |
|
|
2018
Q2 | $248K | Sell |
4,987
-32
| -0.6% | -$1.59K | 0.24% | 95 |
|
|
2018
Q1 | $261K | Buy |
5,019
+170
| +4% | +$8.84K | 0.26% | 91 |
|
|
2017
Q4 | $224K | Buy |
+4,849
| New | +$224K | 0.2% | 96 |
|