Physician Wealth Advisors’s Intel INTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $324K | Buy |
7,348
+1,711
| +30% | +$78.4K | 0.05% | 140 |
|
|
2025
Q4 | $208K | Sell |
5,637
-613
| -10% | -$23.1K | 0.03% | 195 |
|
|
2025
Q3 | $210K | Buy |
6,250
+1,449
| +30% | +$35.1K | 0.03% | 190 |
|
|
2025
Q2 | $108K | Sell |
4,801
-16
| -0.3% | -$332 | 0.02% | 253 |
|
|
2025
Q1 | $109K | Buy |
4,817
+185
| +4% | +$4.05K | 0.02% | 242 |
|
|
2024
Q4 | $92.9K | Buy |
+4,632
| New | +$104K | 0.02% | 266 |
|
|
2024
Q1 | – | Sell |
-5,342
| Closed | -$258K | – | 180 |
|
|
2023
Q4 | $258K | Buy |
+5,342
| New | +$217K | 0.06% | 132 |
|
|
2022
Q4 | – | Sell |
-9,091
| Closed | -$251K | – | 155 |
|
|
2022
Q3 | $251K | Sell |
9,091
-1,646
| -15% | -$56.1K | 0.08% | 124 |
|
|
2022
Q2 | $397K | Sell |
10,737
-1,340
| -11% | -$58K | 0.12% | 96 |
|
|
2022
Q1 | $562K | Buy |
12,077
+652
| +6% | +$32.3K | 0.15% | 77 |
|
|
2021
Q4 | $611K | Buy |
11,425
+1
| +0% | +$51 | 0.16% | 79 |
|
|
2021
Q3 | $622K | Buy |
11,424
+2
| +0% | +$108 | 0.17% | 72 |
|
|
2021
Q2 | $639K | Sell |
11,422
-27
| -0.2% | -$1.58K | 0.18% | 70 |
|
|
2021
Q1 | $762K | Hold |
11,449
| – | – | 0.25% | 58 |
|
|
2020
Q4 | $705K | Buy |
11,449
+400
| +4% | +$19.5K | 0.24% | 59 |
|
|
2020
Q3 | $491K | Sell |
11,049
-149
| -1% | -$7.75K | 0.2% | 69 |
|
|
2020
Q2 | $551K | Buy |
11,198
+7,373
| +193% | +$441K | 0.22% | 64 |
|
|
2020
Q1 | $230K | Buy |
3,825
+43
| +1% | +$2.54K | 0.11% | 97 |
|
|
2019
Q4 | $225K | Buy |
3,782
+13
| +0.3% | +$727 | 0.1% | 105 |
|
|
2019
Q3 | $222K | Buy |
+3,769
| New | +$185K | 0.11% | 97 |
|
Other funds holding INTC
VCM
NC
VPM
