RPWA
Regent Peak Wealth Advisors’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-10,195
| Closed | -$204K | – | 183 |
|
2024
Q4 | $204K | Sell |
10,195
-894
| -8% | -$17.9K | 0.05% | 166 |
|
2024
Q3 | $260K | Sell |
11,089
-1,520
| -12% | -$35.7K | 0.06% | 136 |
|
2024
Q2 | $391K | Sell |
12,609
-774
| -6% | -$24K | 0.09% | 103 |
|
2024
Q1 | $591K | Sell |
13,383
-249
| -2% | -$11K | 0.15% | 79 |
|
2023
Q4 | $685K | Buy |
13,632
+738
| +6% | +$37.1K | 0.19% | 71 |
|
2023
Q3 | $458K | Buy |
12,894
+178
| +1% | +$6.33K | 0.14% | 81 |
|
2023
Q2 | $425K | Buy |
12,716
+78
| +0.6% | +$2.61K | 0.12% | 85 |
|
2023
Q1 | $413K | Sell |
12,638
-2,236
| -15% | -$73.1K | 0.13% | 86 |
|
2022
Q4 | $393K | Buy |
14,874
+1,961
| +15% | +$51.8K | 0.13% | 95 |
|
2022
Q3 | $332K | Buy |
12,913
+3,451
| +36% | +$88.7K | 0.12% | 105 |
|
2022
Q2 | $353K | Sell |
9,462
-1,438
| -13% | -$53.6K | 0.12% | 107 |
|
2022
Q1 | $540K | Sell |
10,900
-107
| -1% | -$5.3K | 0.15% | 83 |
|
2021
Q4 | $567K | Sell |
11,007
-1,218
| -10% | -$62.7K | 0.15% | 83 |
|
2021
Q3 | $651K | Buy |
12,225
+11
| +0.1% | +$586 | 0.19% | 77 |
|
2021
Q2 | $656K | Sell |
12,214
-256
| -2% | -$13.7K | 0.18% | 77 |
|
2021
Q1 | $798K | Buy |
12,470
+877
| +8% | +$56.1K | 0.26% | 68 |
|
2020
Q4 | $578K | Buy |
11,593
+274
| +2% | +$13.7K | 0.19% | 74 |
|
2020
Q3 | $586K | Sell |
11,319
-1,172
| -9% | -$60.7K | 0.25% | 66 |
|
2020
Q2 | $747K | Buy |
12,491
+739
| +6% | +$44.2K | 0.34% | 56 |
|
2020
Q1 | $636K | Sell |
11,752
-1,524
| -11% | -$82.5K | 0.35% | 58 |
|
2019
Q4 | $794K | Buy |
+13,276
| New | +$794K | 0.36% | 54 |
|