SWM
SilverOak Wealth Management’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $533K | Buy |
23,791
+2,477
| +12% | +$55.5K | 0.1% | 63 |
|
2025
Q1 | $484K | Sell |
21,314
-1,046
| -5% | -$23.8K | 0.1% | 61 |
|
2024
Q4 | $448K | Buy |
22,360
+3,588
| +19% | +$71.9K | 0.1% | 61 |
|
2024
Q3 | $440K | Buy |
18,772
+3,006
| +19% | +$70.5K | 0.1% | 62 |
|
2024
Q2 | $488K | Buy |
15,766
+1,393
| +10% | +$43.1K | 0.12% | 59 |
|
2024
Q1 | $635K | Buy |
14,373
+887
| +7% | +$39.2K | 0.16% | 48 |
|
2023
Q4 | $678K | Buy |
+13,486
| New | +$678K | 0.18% | 46 |
|