SWP
Summit Wealth Partners’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,867
| Closed | -$213K | – | 241 |
|
|
2024
Q2 | $213K | Hold |
6,867
| – | – | 0.04% | 214 |
|
|
2024
Q1 | $303K | Sell |
6,867
-600
| -8% | -$26.5K | 0.06% | 176 |
|
|
2023
Q4 | $375K | Buy |
+7,467
| New | +$375K | 0.09% | 140 |
|
|
2021
Q4 | – | Sell |
-4,501
| Closed | -$240K | – | 167 |
|
|
2021
Q3 | $240K | Hold |
4,501
| – | – | 0.06% | 139 |
|
|
2021
Q2 | $253K | Hold |
4,501
| – | – | 0.06% | 139 |
|
|
2021
Q1 | $288K | Hold |
4,501
| – | – | 0.07% | 126 |
|
|
2020
Q4 | $224K | Hold |
4,501
| – | – | 0.06% | 133 |
|
|
2020
Q3 | $233K | Hold |
4,501
| – | – | 0.07% | 136 |
|
|
2020
Q2 | $269K | Hold |
4,501
| – | – | 0.09% | 118 |
|
|
2020
Q1 | $244K | Sell |
4,501
-650
| -13% | -$35.2K | 0.1% | 97 |
|
|
2019
Q4 | $308K | Buy |
+5,151
| New | +$308K | 0.11% | 90 |
|