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Summit Trail Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
+52,285
| New | +$1.17M | 0.02% | 417 |
|
|
2024
Q4 | – | Sell |
-68,936
| Closed | -$1.62M | – | 560 |
|
|
2024
Q3 | $1.62M | Sell |
68,936
-18,737
| -21% | -$440K | 0.04% | 191 |
|
|
2024
Q2 | $2.72M | Buy |
87,673
+27,506
| +46% | +$852K | 0.07% | 116 |
|
|
2024
Q1 | $2.66M | Buy |
60,167
+30,473
| +103% | +$1.35M | 0.07% | 104 |
|
|
2023
Q4 | $1.49M | Sell |
29,694
-4,021
| -12% | -$202K | 0.05% | 125 |
|
|
2023
Q3 | $1.2M | Buy |
33,715
+3,043
| +10% | +$108K | 0.04% | 136 |
|
|
2023
Q2 | $1.03M | Buy |
30,672
+10,327
| +51% | +$345K | 0.04% | 166 |
|
|
2023
Q1 | $665K | Sell |
20,345
-2,115
| -9% | -$69.1K | 0.03% | 181 |
|
|
2022
Q4 | $594K | Buy |
22,460
+963
| +4% | +$25.5K | 0.03% | 161 |
|
|
2022
Q3 | $554K | Buy |
21,497
+3,356
| +18% | +$86.5K | 0.03% | 160 |
|
|
2022
Q2 | $679K | Sell |
18,141
-1,785
| -9% | -$66.8K | 0.04% | 152 |
|
|
2022
Q1 | $988K | Buy |
19,926
+8,341
| +72% | +$414K | 0.08% | 107 |
|
|
2021
Q4 | $597K | Buy |
11,585
+487
| +4% | +$25.1K | 0.04% | 163 |
|
|
2021
Q3 | $591K | Buy |
11,098
+389
| +4% | +$20.7K | 0.04% | 152 |
|
|
2021
Q2 | $601K | Buy |
10,709
+1,185
| +12% | +$66.5K | 0.05% | 125 |
|
|
2021
Q1 | $610K | Sell |
9,524
-267
| -3% | -$17.1K | 0.07% | 108 |
|
|
2020
Q4 | $488K | Sell |
9,791
-10,022
| -51% | -$500K | 0.06% | 116 |
|
|
2020
Q3 | $897K | Buy |
19,813
+10,673
| +117% | +$483K | 0.17% | 66 |
|
|
2020
Q2 | $547K | Buy |
9,140
+6
| +0.1% | +$359 | 0.1% | 84 |
|
|
2020
Q1 | $494K | Buy |
+9,134
| New | +$494K | 0.13% | 73 |
|
|
2019
Q4 | – | Sell |
-8,444
| Closed | -$435K | – | 92 |
|
|
2019
Q3 | $435K | Buy |
8,444
+1,345
| +19% | +$69.3K | 0.15% | 50 |
|
|
2019
Q2 | $340K | Hold |
7,099
| – | – | 0.15% | 49 |
|
|
2019
Q1 | $381K | Buy |
+7,099
| New | +$381K | 0.16% | 49 |
|
|
2018
Q2 | – | Sell |
-27,185
| Closed | -$1.43M | – | 557 |
|
|
2018
Q1 | $1.43M | Buy |
27,185
+1,496
| +6% | +$78.6K | 0.24% | 92 |
|
|
2017
Q4 | $1.17M | Buy |
+25,689
| New | +$1.17M | 0.15% | 134 |
|