SFWA
Summit Financial Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-160,468
| Closed | -$6.28M | – | 130 |
|
|
2022
Q2 | $6.28M | Buy |
160,468
+4,529
| +3% | +$177K | 1.5% | 27 |
|
|
2022
Q1 | $7.73M | Buy |
155,939
+20,071
| +15% | +$995K | 1.56% | 23 |
|
|
2021
Q4 | $7.22M | Buy |
135,868
+15,634
| +13% | +$831K | 1.4% | 25 |
|
|
2021
Q3 | $6.41M | Buy |
120,234
+5,296
| +5% | +$282K | 1.45% | 23 |
|
|
2021
Q2 | $6.45M | Buy |
114,938
+1,228
| +1% | +$68.9K | 1.46% | 21 |
|
|
2021
Q1 | $5.67M | Buy |
113,710
+3,957
| +4% | +$197K | 1.44% | 23 |
|
|
2020
Q4 | $5.68M | Sell |
109,753
-4,441
| -4% | -$230K | 1.55% | 20 |
|
|
2020
Q3 | $5.08M | Buy |
114,194
+1,337
| +1% | +$59.4K | 1.35% | 24 |
|
|
2020
Q2 | $6.62M | Sell |
112,857
-296
| -0.3% | -$17.4K | 1.76% | 14 |
|
|
2020
Q1 | $6.61M | Sell |
113,153
-15,294
| -12% | -$894K | 2.08% | 10 |
|
|
2019
Q4 | $8.44M | Sell |
128,447
-4,008
| -3% | -$263K | 2.05% | 10 |
|
|
2019
Q3 | $6.9M | Buy |
132,455
+3,004
| +2% | +$156K | 1.69% | 12 |
|
|
2019
Q2 | $6.2M | Sell |
129,451
-344
| -0.3% | -$16.5K | 1.52% | 14 |
|
|
2019
Q1 | $7.2M | Buy |
129,795
+3,240
| +3% | +$180K | 1.9% | 11 |
|
|
2018
Q4 | $5.94M | Buy |
126,555
+2,247
| +2% | +$105K | 1.93% | 10 |
|
|
2018
Q3 | $5.54M | Buy |
124,308
+11,632
| +10% | +$518K | 1.65% | 15 |
|
|
2018
Q2 | $5.87M | Sell |
112,676
-4,057
| -3% | -$211K | 1.96% | 10 |
|
|
2018
Q1 | $6.08M | Sell |
116,733
-39,228
| -25% | -$2.04M | 2% | 10 |
|
|
2017
Q4 | $7.2M | Buy |
155,961
+8,238
| +6% | +$380K | 2.47% | 8 |
|
|
2017
Q3 | $5.63M | Buy |
147,723
+21,420
| +17% | +$816K | 2.05% | 9 |
|
|
2017
Q2 | $4.26M | Buy |
126,303
+10,599
| +9% | +$358K | 1.69% | 13 |
|
|
2017
Q1 | $4.17M | Buy |
115,704
+21,705
| +23% | +$783K | 1.82% | 10 |
|
|
2016
Q4 | $3.41M | Sell |
93,999
-7,042
| -7% | -$255K | 1.5% | 20 |
|
|
2016
Q3 | $3.81M | Buy |
101,041
+19,612
| +24% | +$740K | 1.65% | 16 |
|
|
2016
Q2 | $2.67M | Buy |
81,429
+1,113
| +1% | +$36.5K | 1.12% | 32 |
|
|
2016
Q1 | $2.6M | Buy |
80,316
+4,021
| +5% | +$130K | 1.14% | 30 |
|
|
2015
Q4 | $2.63M | Buy |
76,295
+6,502
| +9% | +$224K | 1.2% | 27 |
|
|
2015
Q3 | $2.1M | Buy |
69,793
+3,010
| +5% | +$90.7K | 1.36% | 23 |
|
|
2015
Q2 | $2.03M | Hold |
66,783
| – | – | 1.26% | 26 |
|
|
2015
Q1 | $2.18M | Sell |
66,783
-88,741
| -57% | -$2.9M | 1.48% | 24 |
|
|
2014
Q4 | $5.64M | Buy |
+155,524
| New | +$5.64M | 3.92% | 4 |
|