SWA
Sax Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
11,798
-639
| -5% | -$14.3K | 0.02% | 362 |
|
|
2025
Q1 | $282K | Buy |
12,437
+210
| +2% | +$4.77K | 0.02% | 303 |
|
|
2024
Q4 | $245K | Sell |
12,227
-1,027
| -8% | -$20.6K | 0.02% | 294 |
|
|
2024
Q3 | $311K | Buy |
13,254
+922
| +7% | +$21.6K | 0.03% | 219 |
|
|
2024
Q2 | $382K | Buy |
12,332
+1,621
| +15% | +$50.2K | 0.04% | 177 |
|
|
2024
Q1 | $473K | Buy |
10,711
+2
| +0% | +$88 | 0.06% | 121 |
|
|
2023
Q4 | $538K | Buy |
10,709
+9
| +0.1% | +$452 | 0.09% | 114 |
|
|
2023
Q3 | $380K | Buy |
10,700
+360
| +3% | +$12.8K | 0.07% | 129 |
|
|
2023
Q2 | $346K | Sell |
10,340
-282
| -3% | -$9.43K | 0.07% | 136 |
|
|
2023
Q1 | $347K | Buy |
10,622
+407
| +4% | +$13.3K | 0.08% | 130 |
|
|
2022
Q4 | $270K | Sell |
10,215
-1,224
| -11% | -$32.4K | 0.06% | 142 |
|
|
2022
Q3 | $295K | Buy |
11,439
+5
| +0% | +$129 | 0.08% | 130 |
|
|
2022
Q2 | $428K | Buy |
11,434
+471
| +4% | +$17.6K | 0.11% | 115 |
|
|
2022
Q1 | $543K | Sell |
10,963
-1,510
| -12% | -$74.8K | 0.13% | 100 |
|
|
2021
Q4 | $642K | Buy |
12,473
+1,721
| +16% | +$88.6K | 0.13% | 101 |
|
|
2021
Q3 | $573K | Buy |
10,752
+200
| +2% | +$10.7K | 0.14% | 98 |
|
|
2021
Q2 | $592K | Buy |
10,552
+2
| +0% | +$112 | 0.2% | 91 |
|
|
2021
Q1 | $675K | Sell |
10,550
-41
| -0.4% | -$2.62K | 0.25% | 74 |
|
|
2020
Q4 | $528K | Buy |
+10,591
| New | +$528K | 0.24% | 74 |
|