SWM
Sugarloaf Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $130K | Sell |
6,505
-200
| -3% | -$4.01K | 0.02% | 212 |
|
|
2024
Q3 | $157K | Sell |
6,705
-139
| -2% | -$3.26K | 0.03% | 200 |
|
|
2024
Q2 | $212K | Sell |
6,844
-199
| -3% | -$6.16K | 0.04% | 137 |
|
|
2024
Q1 | $311K | Sell |
7,043
-84
| -1% | -$3.71K | 0.06% | 111 |
|
|
2023
Q4 | $358K | Sell |
7,127
-84
| -1% | -$4.22K | 0.09% | 98 |
|
|
2023
Q3 | $256K | Hold |
7,211
| – | – | 0.06% | 106 |
|
|
2023
Q2 | $241K | Sell |
7,211
-948
| -12% | -$31.7K | 0.06% | 109 |
|
|
2023
Q1 | $267K | Sell |
8,159
-9
| -0.1% | -$294 | 0.07% | 108 |
|
|
2022
Q4 | $216K | Sell |
8,168
-23
| -0.3% | -$608 | 0.05% | 121 |
|
|
2022
Q3 | $212K | Buy |
8,191
+337
| +4% | +$8.72K | 0.05% | 113 |
|
|
2022
Q2 | $294K | Buy |
7,854
+5
| +0.1% | +$187 | 0.07% | 95 |
|
|
2022
Q1 | $389K | Sell |
7,849
-395
| -5% | -$19.6K | 0.09% | 82 |
|
|
2021
Q4 | $425K | Buy |
8,244
+404
| +5% | +$20.8K | 0.1% | 79 |
|
|
2021
Q3 | $418K | Sell |
7,840
-744
| -9% | -$39.7K | 0.11% | 76 |
|
|
2021
Q2 | $482K | Sell |
8,584
-702
| -8% | -$39.4K | 0.13% | 72 |
|
|
2021
Q1 | $586 | Buy |
9,286
+1,559
| +20% | +$98 | 0.18% | 61 |
|
|
2020
Q4 | $385K | Buy |
7,727
+196
| +3% | +$9.77K | 0.13% | 75 |
|
|
2020
Q3 | $390K | Sell |
7,531
-1,102
| -13% | -$57.1K | 0.14% | 73 |
|
|
2020
Q2 | $517K | Sell |
8,633
-13,135
| -60% | -$787K | 0.2% | 64 |
|
|
2020
Q1 | $1.18M | Buy |
21,768
+2,471
| +13% | +$134K | 0.53% | 26 |
|
|
2019
Q4 | $1.16M | Buy |
+19,297
| New | +$1.16M | 0.49% | 36 |
|