SWA
SOA Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
14,184
-255
| -2% | -$5.71K | 0.06% | 158 |
|
|
2025
Q1 | $328K | Buy |
14,439
+5,115
| +55% | +$116K | 0.07% | 143 |
|
|
2024
Q4 | $187K | Buy |
9,324
+248
| +3% | +$4.97K | 0.03% | 187 |
|
|
2024
Q3 | $213K | Buy |
9,076
+615
| +7% | +$14.4K | 0.04% | 181 |
|
|
2024
Q2 | $262K | Sell |
8,461
-1,370
| -14% | -$42.4K | 0.05% | 156 |
|
|
2024
Q1 | $434K | Buy |
9,831
+395
| +4% | +$17.4K | 0.09% | 117 |
|
|
2023
Q4 | $474K | Sell |
9,436
-603
| -6% | -$30.3K | 0.11% | 101 |
|
|
2023
Q3 | $357K | Buy |
10,039
+13
| +0.1% | +$462 | 0.09% | 118 |
|
|
2023
Q2 | $335K | Sell |
10,026
-68
| -0.7% | -$2.27K | 0.08% | 124 |
|
|
2023
Q1 | $330K | Buy |
10,094
+555
| +6% | +$18.1K | 0.08% | 118 |
|
|
2022
Q4 | $252K | Sell |
9,539
-164
| -2% | -$4.33K | 0.07% | 132 |
|
|
2022
Q3 | $250K | Sell |
9,703
-23,686
| -71% | -$610K | 0.08% | 128 |
|
|
2022
Q2 | $1.25M | Buy |
33,389
+3,249
| +11% | +$122K | 0.37% | 56 |
|
|
2022
Q1 | $1.49M | Buy |
30,140
+23,396
| +347% | +$1.16M | 0.36% | 58 |
|
|
2021
Q4 | $348K | Sell |
6,744
-2,580
| -28% | -$133K | 0.08% | 121 |
|
|
2021
Q3 | $496K | Buy |
9,324
+40
| +0.4% | +$2.13K | 0.13% | 100 |
|
|
2021
Q2 | $521K | Buy |
9,284
+2,028
| +28% | +$114K | 0.13% | 97 |
|
|
2021
Q1 | $464K | Buy |
7,256
+48
| +0.7% | +$3.07K | 0.13% | 96 |
|
|
2020
Q4 | $424K | Buy |
+7,208
| New | +$424K | 0.12% | 98 |
|