PWAG
Polaris Wealth Advisory Group’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-398,081
| Closed | -$13.3M | – | 180 |
|
|
2023
Q2 | $13.3M | Buy |
+398,081
| New | +$13.3M | 1.01% | 39 |
|
|
2021
Q2 | – | Sell |
-469,076
| Closed | -$32M | – | 187 |
|
|
2021
Q1 | $32M | Buy |
+469,076
| New | +$32M | 2.05% | 11 |
|
|
2020
Q4 | – | Sell |
-99,671
| Closed | -$5.15M | – | 194 |
|
|
2020
Q3 | $5.15M | Buy |
99,671
+92,464
| +1,283% | +$4.78M | 0.48% | 55 |
|
|
2020
Q2 | $424K | Sell |
7,207
-415,324
| -98% | -$24.4M | 0.03% | 111 |
|
|
2020
Q1 | $22.9M | Buy |
422,531
+330,277
| +358% | +$17.9M | 2.49% | 16 |
|
|
2019
Q4 | $5.5M | Buy |
92,254
+25,337
| +38% | +$1.51M | 0.37% | 58 |
|
|
2019
Q3 | $3.31M | Buy |
66,917
+59,102
| +756% | +$2.92M | 0.27% | 60 |
|
|
2019
Q2 | $376K | Sell |
7,815
-329,164
| -98% | -$15.8M | 0.03% | 115 |
|
|
2019
Q1 | $18.4M | Buy |
336,979
+332,046
| +6,731% | +$18.1M | 1.38% | 37 |
|
|
2018
Q4 | $232K | Buy |
4,933
+724
| +17% | +$34.1K | 0.02% | 132 |
|
|
2018
Q3 | $199K | Buy |
+4,209
| New | +$199K | 0.01% | 156 |
|
|
2018
Q2 | – | Sell |
-3,328
| Closed | -$173K | – | 337 |
|
|
2018
Q1 | $173K | Buy |
+3,328
| New | +$173K | 0.01% | 146 |
|
|
2017
Q2 | – | Sell |
-27,975
| Closed | -$1.01M | – | 128 |
|
|
2017
Q1 | $1.01M | Sell |
27,975
-8,348
| -23% | -$301K | 0.11% | 75 |
|
|
2016
Q4 | $1.32M | Sell |
36,323
-1,032
| -3% | -$37.4K | 0.15% | 63 |
|
|
2016
Q3 | $1.41M | Buy |
37,355
+8,088
| +28% | +$305K | 0.17% | 59 |
|
|
2016
Q2 | $960K | Buy |
29,267
+9,711
| +50% | +$319K | 0.15% | 52 |
|
|
2016
Q1 | $633K | Buy |
19,556
+5,021
| +35% | +$163K | 0.1% | 61 |
|
|
2015
Q4 | $501K | Buy |
+14,535
| New | +$501K | 0.08% | 79 |
|
|
2015
Q1 | – | Sell |
-16,873
| Closed | -$612K | – | 85 |
|
|
2014
Q4 | $612K | Sell |
16,873
-943
| -5% | -$34.2K | 0.13% | 59 |
|
|
2014
Q3 | $620K | Buy |
17,816
+941
| +6% | +$32.7K | 0.14% | 51 |
|
|
2014
Q2 | $521K | Sell |
16,875
-12,259
| -42% | -$378K | 0.12% | 52 |
|
|
2014
Q1 | $752K | Buy |
29,134
+1,915
| +7% | +$49.4K | 0.18% | 50 |
|
|
2013
Q4 | $706K | Buy |
27,219
+12,738
| +88% | +$330K | 0.17% | 54 |
|
|
2013
Q3 | $332K | Sell |
14,481
-500
| -3% | -$11.5K | 0.1% | 49 |
|
|
2013
Q2 | $363K | Buy |
+14,981
| New | +$363K | 0.15% | 54 |
|