SVWAG
Sound View Wealth Advisors Group’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Sell |
31,422
-4,258
| -12% | -$95.4K | 0.05% | 229 |
|
|
2025
Q1 | $810K | Sell |
35,680
-4,941
| -12% | -$112K | 0.07% | 205 |
|
|
2024
Q4 | $814K | Sell |
40,621
-15,530
| -28% | -$311K | 0.07% | 207 |
|
|
2024
Q3 | $1.32M | Sell |
56,151
-7,157
| -11% | -$168K | 0.11% | 158 |
|
|
2024
Q2 | $1.96M | Sell |
63,308
-4,884
| -7% | -$151K | 0.2% | 111 |
|
|
2024
Q1 | $3.01M | Sell |
68,192
-2,113
| -3% | -$93.3K | 0.32% | 69 |
|
|
2023
Q4 | $3.53M | Sell |
70,305
-5,031
| -7% | -$253K | 0.39% | 63 |
|
|
2023
Q3 | $2.68M | Sell |
75,336
-581
| -0.8% | -$20.7K | 0.33% | 68 |
|
|
2023
Q2 | $2.54M | Sell |
75,917
-2,443
| -3% | -$81.7K | 0.33% | 70 |
|
|
2023
Q1 | $2.56M | Buy |
78,360
+8,055
| +11% | +$263K | 0.35% | 72 |
|
|
2022
Q4 | $3.53M | Sell |
70,305
-1,931
| -3% | -$97K | 0.39% | 63 |
|
|
2022
Q3 | $1.86M | Sell |
72,236
-6,367
| -8% | -$164K | 0.42% | 65 |
|
|
2022
Q2 | $2.94M | Buy |
78,603
+250
| +0.3% | +$9.35K | 0.62% | 47 |
|
|
2022
Q1 | $3.88M | Sell |
78,353
-8,635
| -10% | -$428K | 0.74% | 39 |
|
|
2021
Q4 | $4.48M | Buy |
86,988
+396
| +0.5% | +$20.4K | 0.85% | 34 |
|
|
2021
Q3 | $4.61M | Sell |
86,592
-3,968
| -4% | -$211K | 0.96% | 30 |
|
|
2021
Q2 | $5.08M | Sell |
90,560
-2,095
| -2% | -$118K | 1.07% | 24 |
|
|
2021
Q1 | $5.93M | Sell |
92,655
-4,319
| -4% | -$276K | 1.38% | 16 |
|
|
2020
Q4 | $4.83M | Sell |
96,974
-61
| -0.1% | -$3.04K | 1.18% | 22 |
|
|
2020
Q3 | $5.02M | Buy |
97,035
+1,689
| +2% | +$87.4K | 1.32% | 18 |
|
|
2020
Q2 | $5.71M | Buy |
95,346
+2,660
| +3% | +$159K | 1.61% | 13 |
|
|
2020
Q1 | $5.02M | Buy |
92,686
+259
| +0.3% | +$14K | 1.73% | 11 |
|
|
2019
Q4 | $5.53M | Sell |
92,427
-6,251
| -6% | -$374K | 1.56% | 13 |
|
|
2019
Q3 | $5.09M | Sell |
98,678
-5,365
| -5% | -$276K | 1.52% | 12 |
|
|
2019
Q2 | $4.98M | Buy |
+104,043
| New | +$4.98M | 1.47% | 13 |
|