SWA
SFMG Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,554
| Closed | -$289K | – | 278 |
|
|
2024
Q1 | $289K | Sell |
6,554
-1,425
| -18% | -$62.9K | 0.02% | 200 |
|
|
2023
Q4 | $401K | Sell |
7,979
-250
| -3% | -$12.6K | 0.04% | 161 |
|
|
2023
Q3 | $293K | Buy |
8,229
+623
| +8% | +$22.1K | 0.03% | 182 |
|
|
2023
Q2 | $254K | Buy |
7,606
+3
| +0% | +$100 | 0.03% | 195 |
|
|
2023
Q1 | $248K | Sell |
7,603
-294
| -4% | -$9.61K | 0.03% | 205 |
|
|
2022
Q4 | $209K | Sell |
7,897
-364
| -4% | -$9.62K | 0.02% | 225 |
|
|
2022
Q3 | $209K | Buy |
8,261
+1,429
| +21% | +$36.2K | 0.02% | 214 |
|
|
2022
Q2 | $256K | Sell |
6,832
-190
| -3% | -$7.12K | 0.03% | 198 |
|
|
2022
Q1 | $348K | Sell |
7,022
-598
| -8% | -$29.6K | 0.03% | 185 |
|
|
2021
Q4 | $392K | Buy |
7,620
+1,154
| +18% | +$59.4K | 0.04% | 172 |
|
|
2021
Q3 | $345K | Sell |
6,466
-60
| -0.9% | -$3.2K | 0.04% | 180 |
|
|
2021
Q2 | $366K | Buy |
6,526
+3
| +0% | +$168 | 0.04% | 177 |
|
|
2021
Q1 | $417K | Buy |
6,523
+703
| +12% | +$44.9K | 0.05% | 157 |
|
|
2020
Q4 | $290K | Buy |
5,820
+328
| +6% | +$16.3K | 0.04% | 168 |
|
|
2020
Q3 | $284K | Sell |
5,492
-988
| -15% | -$51.1K | 0.04% | 138 |
|
|
2020
Q2 | $388K | Sell |
6,480
-333
| -5% | -$19.9K | 0.06% | 108 |
|
|
2020
Q1 | $369K | Sell |
6,813
-3,087
| -31% | -$167K | 0.06% | 90 |
|
|
2019
Q4 | $593K | Sell |
9,900
-417
| -4% | -$25K | 0.07% | 96 |
|
|
2019
Q3 | $532K | Buy |
10,317
+20
| +0.2% | +$1.03K | 0.07% | 88 |
|
|
2019
Q2 | $531K | Sell |
10,297
-44,855
| -81% | -$2.31M | 0.07% | 85 |
|
|
2019
Q1 | $2.96M | Buy |
55,152
+38,543
| +232% | +$2.07M | 0.43% | 24 |
|
|
2018
Q4 | $779K | Buy |
16,609
+6,787
| +69% | +$318K | 0.13% | 51 |
|
|
2018
Q3 | $463K | Buy |
9,822
+2,662
| +37% | +$125K | 0.07% | 74 |
|
|
2018
Q2 | $356K | Sell |
7,160
-796
| -10% | -$39.6K | 0.06% | 93 |
|
|
2018
Q1 | $414K | Sell |
7,956
-834
| -9% | -$43.4K | 0.07% | 84 |
|
|
2017
Q4 | $406K | Buy |
8,790
+558
| +7% | +$25.8K | 0.07% | 87 |
|
|
2017
Q3 | $313K | Sell |
8,232
-591
| -7% | -$22.5K | 0.06% | 97 |
|
|
2017
Q2 | $298K | Buy |
8,823
+932
| +12% | +$31.5K | 0.06% | 93 |
|
|
2017
Q1 | $285K | Buy |
7,891
+1,553
| +25% | +$56.1K | 0.06% | 93 |
|
|
2016
Q4 | $230K | Sell |
6,338
-16
| -0.3% | -$581 | 0.05% | 105 |
|
|
2016
Q3 | $240K | Buy |
6,354
+35
| +0.6% | +$1.32K | 0.05% | 93 |
|
|
2016
Q2 | $207K | Buy |
+6,319
| New | +$207K | 0.05% | 100 |
|
|
2016
Q1 | – | Sell |
-6,719
| Closed | -$231K | – | 108 |
|
|
2015
Q4 | $231K | Sell |
6,719
-1,684
| -20% | -$57.9K | 0.05% | 101 |
|
|
2015
Q3 | $253K | Sell |
8,403
-304
| -3% | -$9.15K | 0.06% | 97 |
|
|
2015
Q2 | $265K | Sell |
8,707
-8,615
| -50% | -$262K | 0.06% | 90 |
|
|
2015
Q1 | $542K | Buy |
17,322
+9,690
| +127% | +$303K | 0.04% | 96 |
|
|
2014
Q4 | $277K | Buy |
7,632
+101
| +1% | +$3.67K | 0.06% | 92 |
|
|
2014
Q3 | $262K | Sell |
7,531
-106
| -1% | -$3.69K | 0.08% | 66 |
|
|
2014
Q2 | $236K | Buy |
+7,637
| New | +$236K | 0.08% | 72 |
|