SOA Wealth Advisors’s Intel INTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $225K | Sell |
5,089
-5,870
| -54% | -$269K | 0.04% | 183 |
|
|
2025
Q4 | $404K | Sell |
10,959
-18
| -0.2% | -$680 | 0.07% | 141 |
|
|
2025
Q3 | $368K | Sell |
10,977
-3,207
| -23% | -$77.7K | 0.06% | 145 |
|
|
2025
Q2 | $318K | Sell |
14,184
-255
| -2% | -$5.28K | 0.06% | 158 |
|
|
2025
Q1 | $328K | Buy |
14,439
+5,115
| +55% | +$112K | 0.07% | 143 |
|
|
2024
Q4 | $187K | Buy |
9,324
+248
| +3% | +$5.59K | 0.03% | 187 |
|
|
2024
Q3 | $213K | Buy |
9,076
+615
| +7% | +$15.4K | 0.04% | 181 |
|
|
2024
Q2 | $262K | Sell |
8,461
-1,370
| -14% | -$44.9K | 0.05% | 156 |
|
|
2024
Q1 | $434K | Buy |
9,831
+395
| +4% | +$17.6K | 0.09% | 117 |
|
|
2023
Q4 | $474K | Sell |
9,436
-603
| -6% | -$24.5K | 0.11% | 101 |
|
|
2023
Q3 | $357K | Buy |
10,039
+13
| +0.1% | +$453 | 0.09% | 118 |
|
|
2023
Q2 | $335K | Sell |
10,026
-68
| -0.7% | -$2.13K | 0.08% | 124 |
|
|
2023
Q1 | $330K | Buy |
10,094
+555
| +6% | +$15.7K | 0.08% | 118 |
|
|
2022
Q4 | $252K | Sell |
9,539
-164
| -2% | -$4.55K | 0.07% | 132 |
|
|
2022
Q3 | $250K | Sell |
9,703
-23,686
| -71% | -$808K | 0.08% | 128 |
|
|
2022
Q2 | $1.25M | Buy |
33,389
+3,249
| +11% | +$141K | 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% | -$132K | 0.08% | 121 |
|
|
2021
Q3 | $496K | Buy |
9,324
+40
| +0.4% | +$2.17K | 0.13% | 100 |
|
|
2021
Q2 | $521K | Buy |
9,284
+2,028
| +28% | +$119K | 0.13% | 97 |
|
|
2021
Q1 | $464K | Buy |
7,256
+48
| +0.7% | +$2.86K | 0.13% | 96 |
|
|
2020
Q4 | $424K | Buy |
+7,208
| New | +$352K | 0.12% | 98 |
|
Other funds holding INTC
VCM
NC
VPM
