SWA
Sutton Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $340K | Buy |
9,556
+25
| +0.3% | +$889 | 0.17% | 78 |
|
|
2023
Q2 | $319K | Sell |
9,531
-384
| -4% | -$12.8K | 0.15% | 82 |
|
|
2023
Q1 | $324K | Sell |
9,915
-6,819
| -41% | -$223K | 0.17% | 78 |
|
|
2022
Q4 | $442K | Buy |
16,734
+521
| +3% | +$13.8K | 0.17% | 94 |
|
|
2022
Q3 | $418K | Sell |
16,213
-162
| -1% | -$4.18K | 0.17% | 90 |
|
|
2022
Q2 | $613K | Sell |
16,375
-310
| -2% | -$11.6K | 0.24% | 69 |
|
|
2022
Q1 | $827K | Sell |
16,685
-144
| -0.9% | -$7.14K | 0.28% | 61 |
|
|
2021
Q4 | $867K | Buy |
16,829
+319
| +2% | +$16.4K | 0.29% | 59 |
|
|
2021
Q3 | $880K | Sell |
16,510
-166
| -1% | -$8.85K | 0.32% | 53 |
|
|
2021
Q2 | $936K | Sell |
16,676
-71
| -0.4% | -$3.99K | 0.34% | 51 |
|
|
2021
Q1 | $1.07M | Buy |
16,747
+56
| +0.3% | +$3.58K | 0.42% | 44 |
|
|
2020
Q4 | $832K | Sell |
16,691
-365
| -2% | -$18.2K | 0.35% | 48 |
|
|
2020
Q3 | $883K | Sell |
17,056
-39
| -0.2% | -$2.02K | 0.43% | 43 |
|
|
2020
Q2 | $1.02M | Buy |
17,095
+413
| +2% | +$24.7K | 0.54% | 37 |
|
|
2020
Q1 | $903K | Buy |
16,682
+125
| +0.8% | +$6.77K | 0.57% | 35 |
|
|
2019
Q4 | $991K | Sell |
16,557
-58
| -0.3% | -$3.47K | 0.51% | 40 |
|
|
2019
Q3 | $856K | Buy |
16,615
+73
| +0.4% | +$3.76K | 0.48% | 42 |
|
|
2019
Q2 | $792K | Sell |
16,542
-71
| -0.4% | -$3.4K | 0.45% | 44 |
|
|
2019
Q1 | $892K | Buy |
16,613
+71
| +0.4% | +$3.81K | 0.52% | 35 |
|
|
2018
Q4 | $776K | Buy |
16,542
+510
| +3% | +$23.9K | 0.5% | 37 |
|
|
2018
Q3 | $758K | Buy |
16,032
+301
| +2% | +$14.2K | 0.5% | 33 |
|
|
2018
Q2 | $782K | Hold |
15,731
| – | – | 0.54% | 28 |
|
|
2018
Q1 | $819K | Hold |
15,731
| – | – | 0.59% | 25 |
|
|
2017
Q4 | $726K | Hold |
15,731
| – | – | 0.53% | 29 |
|
|
2017
Q3 | $599K | Hold |
15,731
| – | – | 0.46% | 40 |
|
|
2017
Q2 | $531K | Buy |
15,731
+108
| +0.7% | +$3.64K | 0.42% | 42 |
|
|
2017
Q1 | $564K | Hold |
15,623
| – | – | 0.47% | 40 |
|
|
2016
Q4 | $567K | Hold |
15,623
| – | – | 0.51% | 37 |
|
|
2016
Q3 | $590K | Hold |
15,623
| – | – | 0.54% | 33 |
|
|
2016
Q2 | $512K | Hold |
15,623
| – | – | 0.48% | 37 |
|
|
2016
Q1 | $505K | Buy |
+15,623
| New | +$505K | 0.48% | 36 |
|