RSWM
Robertson Stephens Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Sell |
21,683
-6,119
| -22% | -$137K | 0.02% | 367 |
|
|
2025
Q1 | $631K | Sell |
27,802
-5,580
| -17% | -$127K | 0.02% | 322 |
|
|
2024
Q4 | $669K | Sell |
33,382
-529
| -2% | -$10.6K | 0.02% | 313 |
|
|
2024
Q3 | $796K | Sell |
33,911
-10,036
| -23% | -$235K | 0.03% | 316 |
|
|
2024
Q2 | $1.36M | Buy |
43,947
+5,245
| +14% | +$162K | 0.07% | 186 |
|
|
2024
Q1 | $1.71M | Sell |
38,702
-1,646
| -4% | -$72.7K | 0.09% | 172 |
|
|
2023
Q4 | $2.03M | Buy |
40,348
+992
| +3% | +$49.8K | 0.12% | 136 |
|
|
2023
Q3 | $1.4M | Buy |
39,356
+1,349
| +4% | +$48K | 0.09% | 166 |
|
|
2023
Q2 | $1.27M | Sell |
38,007
-2,020
| -5% | -$67.5K | 0.09% | 169 |
|
|
2023
Q1 | $1.31M | Buy |
40,027
+3,726
| +10% | +$122K | 0.1% | 169 |
|
|
2022
Q4 | $959K | Sell |
36,301
-594
| -2% | -$15.7K | 0.09% | 179 |
|
|
2022
Q3 | $950K | Sell |
36,895
-2,804
| -7% | -$72.2K | 0.1% | 155 |
|
|
2022
Q2 | $1.49M | Buy |
39,699
+2,324
| +6% | +$86.9K | 0.14% | 121 |
|
|
2022
Q1 | $1.85M | Sell |
37,375
-1,081
| -3% | -$53.6K | 0.16% | 116 |
|
|
2021
Q4 | $1.98M | Buy |
38,456
+25,217
| +190% | +$1.3M | 0.17% | 112 |
|
|
2021
Q3 | $705K | Sell |
13,239
-1,198
| -8% | -$63.8K | 0.08% | 160 |
|
|
2021
Q2 | $810K | Buy |
14,437
+1,439
| +11% | +$80.7K | 0.1% | 153 |
|
|
2021
Q1 | $831K | Buy |
12,998
+3,843
| +42% | +$246K | 0.13% | 120 |
|
|
2020
Q4 | $456K | Sell |
9,155
-5,255
| -36% | -$262K | 0.1% | 147 |
|
|
2020
Q3 | $746K | Buy |
14,410
+4,255
| +42% | +$220K | 0.18% | 102 |
|
|
2020
Q2 | $607K | Buy |
10,155
+630
| +7% | +$37.7K | 0.18% | 97 |
|
|
2020
Q1 | $515K | Buy |
+9,525
| New | +$515K | 0.18% | 101 |
|
|
2019
Q4 | – | Sell |
-7,663
| Closed | -$395K | – | 111 |
|
|
2019
Q3 | $395K | Buy |
+7,663
| New | +$395K | 0.2% | 87 |
|