SSWM
Sheets Smith Wealth Management’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-5,719
| Closed | -$253K | – | 389 |
|
2024
Q1 | $253K | Sell |
5,719
-16,497
| -74% | -$729K | 0.03% | 341 |
|
2023
Q4 | $287K | Buy |
22,216
+16,499
| +289% | +$213K | 0.04% | 290 |
|
2023
Q3 | $203K | Buy |
+5,717
| New | +$203K | 0.03% | 308 |
|
2022
Q4 | – | Sell |
-8,418
| Closed | -$217K | – | 317 |
|
2022
Q3 | $217K | Buy |
8,418
+259
| +3% | +$6.68K | 0.04% | 284 |
|
2022
Q2 | $305K | Sell |
8,159
-992
| -11% | -$37.1K | 0.05% | 243 |
|
2022
Q1 | $454K | Buy |
9,151
+646
| +8% | +$32K | 0.06% | 228 |
|
2021
Q4 | $438K | Sell |
8,505
-30
| -0.4% | -$1.55K | 0.05% | 251 |
|
2021
Q3 | $455K | Sell |
8,535
-76
| -0.9% | -$4.05K | 0.06% | 229 |
|
2021
Q2 | $483K | Buy |
8,611
+244
| +3% | +$13.7K | 0.07% | 225 |
|
2021
Q1 | $535K | Sell |
8,367
-264
| -3% | -$16.9K | 0.08% | 199 |
|
2020
Q4 | $430K | Sell |
8,631
-345
| -4% | -$17.2K | 0.07% | 221 |
|
2020
Q3 | $465K | Buy |
8,976
+1,314
| +17% | +$68.1K | 0.08% | 190 |
|
2020
Q2 | $458K | Buy |
7,662
+1
| +0% | +$60 | 0.09% | 163 |
|
2020
Q1 | $415K | Sell |
7,661
-10,114
| -57% | -$548K | 0.09% | 176 |
|
2019
Q4 | $1.06M | Sell |
17,775
-1,277
| -7% | -$76.4K | 0.2% | 118 |
|
2019
Q3 | $982K | Buy |
19,052
+268
| +1% | +$13.8K | 0.2% | 121 |
|
2019
Q2 | $899K | Buy |
18,784
+199
| +1% | +$9.52K | 0.18% | 134 |
|
2019
Q1 | $998K | Buy |
18,585
+510
| +3% | +$27.4K | 0.22% | 121 |
|
2018
Q4 | $848K | Sell |
18,075
-227
| -1% | -$10.7K | 0.23% | 117 |
|
2018
Q3 | $865K | Sell |
18,302
-199
| -1% | -$9.41K | 0.18% | 141 |
|
2018
Q2 | $920K | Sell |
18,501
-1,477
| -7% | -$73.4K | 0.22% | 115 |
|
2018
Q1 | $1.04M | Buy |
19,978
+1,135
| +6% | +$59.1K | 0.25% | 107 |
|
2017
Q4 | $870K | Sell |
18,843
-317
| -2% | -$14.6K | 0.21% | 132 |
|
2017
Q3 | $730K | Buy |
19,160
+645
| +3% | +$24.6K | 0.18% | 145 |
|
2017
Q2 | $625K | Sell |
18,515
-142
| -0.8% | -$4.79K | 0.17% | 150 |
|
2017
Q1 | $673K | Buy |
18,657
+98
| +0.5% | +$3.54K | 0.18% | 151 |
|
2016
Q4 | $673K | Buy |
18,559
+1,114
| +6% | +$40.4K | 0.19% | 146 |
|
2016
Q3 | $659K | Buy |
17,445
+93
| +0.5% | +$3.51K | 0.19% | 154 |
|
2016
Q2 | $569K | Sell |
17,352
-449
| -3% | -$14.7K | 0.17% | 169 |
|
2016
Q1 | $576K | Sell |
17,801
-60
| -0.3% | -$1.94K | 0.18% | 145 |
|
2015
Q4 | $615K | Sell |
17,861
-110
| -0.6% | -$3.79K | 0.19% | 139 |
|
2015
Q3 | $542K | Buy |
17,971
+108
| +0.6% | +$3.26K | 0.18% | 131 |
|
2015
Q2 | $543K | Sell |
17,863
-210
| -1% | -$6.38K | 0.15% | 159 |
|
2015
Q1 | $565K | Sell |
18,073
-2,706
| -13% | -$84.6K | 0.16% | 160 |
|
2014
Q4 | $754K | Buy |
20,779
+24
| +0.1% | +$871 | 0.2% | 146 |
|
2014
Q3 | $723K | Sell |
20,755
-748
| -3% | -$26.1K | 0.2% | 146 |
|
2014
Q2 | $664K | Buy |
21,503
+96
| +0.4% | +$2.96K | 0.18% | 165 |
|
2014
Q1 | $553K | Sell |
21,407
-21,222
| -50% | -$548K | 0.15% | 168 |
|
2013
Q4 | $1.11M | Sell |
42,629
-752
| -2% | -$19.5K | 0.31% | 83 |
|
2013
Q3 | $994K | Buy |
43,381
+1,038
| +2% | +$23.8K | 0.32% | 82 |
|
2013
Q2 | $1.03M | Buy |
+42,343
| New | +$1.03M | 0.35% | 74 |
|