Smith Shellnut Wilson’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,225
| Closed | -$231K | – | 143 |
|
|
2024
Q1 | $231K | Hold |
5,225
| – | – | 0.12% | 120 |
|
|
2023
Q4 | $263K | Sell |
5,225
-470
| -8% | -$23.6K | 0.15% | 106 |
|
|
2023
Q3 | $202K | Buy |
+5,695
| New | +$202K | 0.12% | 123 |
|
|
2022
Q3 | – | Sell |
-6,326
| Closed | -$237K | – | 124 |
|
|
2022
Q2 | $237K | Sell |
6,326
-530
| -8% | -$19.9K | 0.15% | 115 |
|
|
2022
Q1 | $340K | Hold |
6,856
| – | – | 0.18% | 99 |
|
|
2021
Q4 | $353K | Buy |
6,856
+45
| +0.7% | +$2.32K | 0.17% | 108 |
|
|
2021
Q3 | $363K | Sell |
6,811
-597
| -8% | -$31.8K | 0.21% | 92 |
|
|
2021
Q2 | $416K | Hold |
7,408
| – | – | 0.24% | 79 |
|
|
2021
Q1 | $474K | Hold |
7,408
| – | – | 0.29% | 63 |
|
|
2020
Q4 | $369K | Hold |
7,408
| – | – | 0.22% | 84 |
|
|
2020
Q3 | $384 | Hold |
7,408
| – | – | 0.14% | 77 |
|
|
2020
Q2 | $443K | Hold |
7,408
| – | – | 0.32% | 57 |
|
|
2020
Q1 | $401K | Hold |
7,408
| – | – | 0.34% | 55 |
|
|
2019
Q4 | $443K | Hold |
7,408
| – | – | 0.3% | 63 |
|
|
2019
Q3 | $382K | Sell |
7,408
-598
| -7% | -$30.8K | 0.28% | 66 |
|
|
2019
Q2 | $383K | Hold |
8,006
| – | – | 0.29% | 62 |
|
|
2019
Q1 | $430K | Buy |
8,006
+2,030
| +34% | +$109K | 0.34% | 56 |
|
|
2018
Q4 | $280K | Hold |
5,976
| – | – | 0.3% | 69 |
|
|
2018
Q3 | $283K | Buy |
+5,976
| New | +$283K | 0.25% | 84 |
|
|
2018
Q1 | $311K | Buy |
+5,976
| New | +$311K | 0.27% | 65 |
|
|
2017
Q3 | – | Sell |
-8,771
| Closed | -$288K | – | 145 |
|
|
2017
Q2 | $288K | Buy |
8,771
+1,873
| +27% | +$61.5K | 0.3% | 77 |
|
|
2017
Q1 | $249K | Sell |
6,898
-1,242
| -15% | -$44.8K | 0.23% | 107 |
|
|
2016
Q4 | $295K | Buy |
+8,140
| New | +$295K | 0.28% | 87 |
|