SWM
Sterling Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $416K | Buy |
20,732
+2,610
| +14% | +$52.3K | 0.15% | 70 |
|
|
2024
Q3 | $425K | Buy |
18,122
+2,275
| +14% | +$53.4K | 0.16% | 72 |
|
|
2024
Q2 | $491K | Hold |
15,847
| – | – | 0.23% | 56 |
|
|
2024
Q1 | $700K | Hold |
15,847
| – | – | 0.35% | 42 |
|
|
2023
Q4 | $796K | Buy |
+15,847
| New | +$796K | 0.45% | 33 |
|