SPWG
Sage Private Wealth Group’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $493K | Buy |
21,987
+3,317
| +18% | +$74.3K | 0.32% | 43 |
|
2025
Q1 | $424K | Buy |
18,670
+1,468
| +9% | +$33.3K | 0.32% | 44 |
|
2024
Q4 | $345K | Buy |
17,202
+1,956
| +13% | +$39.2K | 0.26% | 58 |
|
2024
Q3 | $358K | Buy |
15,246
+4,137
| +37% | +$97.1K | 0.28% | 62 |
|
2024
Q2 | $344K | Buy |
11,109
+4,760
| +75% | +$147K | 0.29% | 57 |
|
2024
Q1 | $280K | Buy |
+6,349
| New | +$280K | 0.22% | 64 |
|
2022
Q4 | – | Sell |
-3,229
| Closed | -$83K | – | 114 |
|
2022
Q3 | $83K | Buy |
3,229
+5
| +0.2% | +$129 | 0.11% | 69 |
|
2022
Q2 | $121K | Buy |
3,224
+267
| +9% | +$10K | 0.17% | 63 |
|
2022
Q1 | $147K | Buy |
2,957
+414
| +16% | +$20.6K | 0.14% | 62 |
|
2021
Q4 | $130K | Buy |
2,543
+443
| +21% | +$22.6K | 0.16% | 59 |
|
2021
Q3 | $112K | Buy |
2,100
+40
| +2% | +$2.13K | 0.15% | 58 |
|
2021
Q2 | $116K | Hold |
2,060
| – | – | 0.16% | 60 |
|
2021
Q1 | $132K | Sell |
2,060
-390
| -16% | -$25K | 0.23% | 57 |
|
2020
Q4 | $122K | Buy |
+2,450
| New | +$122K | 0.34% | 55 |
|