SWM
Selective Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
61,734
-1,828
| -3% | -$42.8K | 0.53% | 27 |
|
|
2025
Q1 | $1.25M | Sell |
63,562
-2,181
| -3% | -$43.1K | 0.55% | 28 |
|
|
2024
Q4 | $1.26M | Sell |
65,743
-5,070
| -7% | -$97.3K | 0.51% | 28 |
|
|
2024
Q3 | $1.65M | Sell |
70,813
-7,653
| -10% | -$178K | 0.69% | 25 |
|
|
2024
Q2 | $2.71M | Sell |
78,466
-5,796
| -7% | -$200K | 1.2% | 16 |
|
|
2024
Q1 | $3.13M | Sell |
84,262
-2,631
| -3% | -$97.9K | 1.36% | 17 |
|
|
2023
Q4 | $4.07M | Sell |
86,893
-7,128
| -8% | -$334K | 2.05% | 14 |
|
|
2023
Q3 | $3.38M | Sell |
94,021
-5,292
| -5% | -$190K | 1.86% | 15 |
|
|
2023
Q2 | $3.25M | Buy |
+99,313
| New | +$3.25M | 1.62% | 18 |
|
|
2022
Q4 | $3.18M | Sell |
108,803
-52,336
| -32% | -$1.53M | 1.68% | 19 |
|
|
2022
Q3 | $4.15M | Sell |
161,139
-18,519
| -10% | -$477K | 1.78% | 16 |
|
|
2022
Q2 | $6.72M | Sell |
179,658
-4,802
| -3% | -$180K | 2.39% | 12 |
|
|
2022
Q1 | $9.14M | Sell |
184,460
-2,927
| -2% | -$145K | 3.31% | 10 |
|
|
2021
Q4 | $9.65M | Buy |
187,387
+31,504
| +20% | +$1.62M | 3.94% | 6 |
|
|
2021
Q3 | $8.31M | Buy |
155,883
+150,763
| +2,945% | +$8.03M | 4.4% | 5 |
|
|
2021
Q2 | $287K | Sell |
5,120
-130
| -2% | -$7.29K | 0.23% | 49 |
|
|
2021
Q1 | $336K | Hold |
5,250
| – | – | 0.31% | 35 |
|
|
2020
Q4 | $262K | Hold |
5,250
| – | – | 0.17% | 47 |
|
|
2020
Q3 | $272K | Buy |
5,250
+580
| +12% | +$30.1K | 0.21% | 37 |
|
|
2020
Q2 | $279K | Buy |
4,670
+4,640
| +15,467% | +$277K | 0.23% | 34 |
|
|
2020
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 284 |
|
|
2019
Q4 | $2K | Sell |
30
-220
| -88% | -$14.7K | ﹤0.01% | 288 |
|
|
2019
Q3 | $13K | Buy |
+250
| New | +$13K | 0.02% | 151 |
|