Ullmann Wealth Partners Group’s Intel INTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,371
| Closed | -$237K | – | 114 |
|
|
2024
Q1 | $237K | Sell |
5,371
-404
| -7% | -$17.8K | 0.04% | 103 |
|
|
2023
Q4 | $290K | Buy |
+5,775
| New | +$290K | 0.05% | 90 |
|
|
2022
Q1 | – | Sell |
-4,031
| Closed | -$208K | – | 84 |
|
|
2021
Q4 | $208K | Buy |
4,031
+40
| +1% | +$2.06K | 0.06% | 86 |
|
|
2021
Q3 | $213K | Buy |
3,991
+80
| +2% | +$4.27K | 0.08% | 80 |
|
|
2021
Q2 | $220K | Buy |
3,911
+33
| +0.9% | +$1.86K | 0.09% | 76 |
|
|
2021
Q1 | $248K | Sell |
3,878
-147
| -4% | -$9.4K | 0.11% | 69 |
|
|
2020
Q4 | $201K | Buy |
+4,025
| New | +$201K | 0.1% | 71 |
|
|
2020
Q3 | – | Sell |
-3,757
| Closed | -$225K | – | 69 |
|
|
2020
Q2 | $225K | Hold |
3,757
| – | – | 0.14% | 59 |
|
|
2020
Q1 | $203K | Sell |
3,757
-50
| -1% | -$2.7K | 0.15% | 53 |
|
|
2019
Q4 | $228K | Buy |
+3,807
| New | +$228K | 0.14% | 62 |
|
|
2019
Q2 | – | Sell |
-3,928
| Closed | -$211K | – | 68 |
|
|
2019
Q1 | $211K | Buy |
+3,928
| New | +$211K | 0.14% | 62 |
|
|
2017
Q3 | – | Sell |
-2,263
| Closed | -$76K | – | 87 |
|
|
2017
Q2 | $76K | Buy |
2,263
+330
| +17% | +$11.1K | 0.05% | 80 |
|
|
2017
Q1 | $69K | Buy |
+1,933
| New | +$69K | 0.06% | 75 |
|