TWM
Tolleson Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,003
| Closed | -$201K | – | 84 |
|
|
2023
Q4 | $201K | Buy |
+4,003
| New | +$201K | 0.04% | 79 |
|
|
2022
Q1 | – | Sell |
-4,003
| Closed | -$206K | – | 74 |
|
|
2021
Q4 | $206K | Hold |
4,003
| – | – | 0.06% | 71 |
|
|
2021
Q3 | $213K | Sell |
4,003
-444
| -10% | -$23.6K | 0.06% | 64 |
|
|
2021
Q2 | $250K | Hold |
4,447
| – | – | 0.07% | 66 |
|
|
2021
Q1 | $285K | Hold |
4,447
| – | – | 0.09% | 65 |
|
|
2020
Q4 | $222K | Hold |
4,447
| – | – | 0.07% | 62 |
|
|
2020
Q3 | $230K | Hold |
4,447
| – | – | 0.09% | 58 |
|
|
2020
Q2 | $266K | Hold |
4,447
| – | – | 0.12% | 54 |
|
|
2020
Q1 | $241K | Sell |
4,447
-1,305
| -23% | -$70.7K | 0.11% | 50 |
|
|
2019
Q4 | $344K | Buy |
5,752
+1,305
| +29% | +$78K | 0.17% | 46 |
|
|
2019
Q3 | $229K | Hold |
4,447
| – | – | 0.12% | 58 |
|
|
2019
Q2 | $213K | Hold |
4,447
| – | – | 0.15% | 45 |
|
|
2019
Q1 | $239K | Hold |
4,447
| – | – | 0.17% | 43 |
|
|
2018
Q4 | $209K | Buy |
+4,447
| New | +$209K | 0.12% | 47 |
|