PWM
PBMares Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,093
| Closed | -$225K | – | 186 |
|
|
2024
Q1 | $225K | Buy |
5,093
+696
| +16% | +$30.7K | 0.06% | 163 |
|
|
2023
Q4 | $221K | Buy |
+4,397
| New | +$221K | 0.07% | 160 |
|
|
2022
Q3 | – | Sell |
-6,661
| Closed | -$249K | – | 158 |
|
|
2022
Q2 | $249K | Sell |
6,661
-59
| -0.9% | -$2.21K | 0.11% | 133 |
|
|
2022
Q1 | $333K | Buy |
6,720
+126
| +2% | +$6.24K | 0.21% | 107 |
|
|
2021
Q4 | $340K | Buy |
6,594
+2,113
| +47% | +$109K | 0.14% | 117 |
|
|
2021
Q3 | $239K | Buy |
4,481
+487
| +12% | +$26K | 0.11% | 138 |
|
|
2021
Q2 | $224K | Buy |
3,994
+1
| +0% | +$56 | 0.12% | 138 |
|
|
2021
Q1 | $256K | Sell |
3,993
-338
| -8% | -$21.7K | 0.21% | 121 |
|
|
2020
Q4 | $216K | Buy |
+4,331
| New | +$216K | 0.25% | 117 |
|
|
2020
Q3 | – | Sell |
-3,746
| Closed | -$224K | – | 111 |
|
|
2020
Q2 | $224K | Sell |
3,746
-134
| -3% | -$8.01K | 0.34% | 96 |
|
|
2020
Q1 | $210K | Buy |
+3,880
| New | +$210K | 0.33% | 101 |
|