VWA
V Wealth Advisors’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $407K | Sell |
11,436
-15,704
| -58% | -$558K | 0.33% | 65 |
|
2023
Q2 | $908K | Sell |
27,140
-1,789
| -6% | -$59.8K | 0.15% | 137 |
|
2023
Q1 | $945K | Buy |
28,929
+2,143
| +8% | +$70K | 0.18% | 125 |
|
2022
Q4 | $708K | Sell |
26,786
-15,436
| -37% | -$408K | 0.15% | 147 |
|
2022
Q3 | $1.09M | Buy |
42,222
+5,725
| +16% | +$148K | 0.22% | 103 |
|
2022
Q2 | $1.37M | Buy |
36,497
+7,995
| +28% | +$299K | 0.26% | 93 |
|
2022
Q1 | $1.41M | Buy |
28,502
+1,162
| +4% | +$57.6K | 0.23% | 110 |
|
2021
Q4 | $1.41M | Sell |
27,340
-9,806
| -26% | -$505K | 0.21% | 118 |
|
2021
Q3 | $1.98M | Buy |
37,146
+17,495
| +89% | +$932K | 0.31% | 69 |
|
2021
Q2 | $1.1M | Buy |
19,651
+165
| +0.8% | +$9.24K | 0.18% | 140 |
|
2021
Q1 | $1.25M | Sell |
19,486
-2,326
| -11% | -$149K | 0.23% | 111 |
|
2020
Q4 | $1.09M | Buy |
21,812
+7,401
| +51% | +$369K | 0.22% | 117 |
|
2020
Q3 | $746K | Sell |
14,411
-5,024
| -26% | -$260K | 0.52% | 52 |
|
2020
Q2 | $1.16M | Sell |
19,435
-2,891
| -13% | -$173K | 0.3% | 83 |
|
2020
Q1 | $1.21M | Buy |
22,326
+10,941
| +96% | +$592K | 0.38% | 66 |
|
2019
Q4 | $587K | Hold |
11,385
| – | – | 0.21% | 119 |
|
2019
Q3 | $587K | Buy |
11,385
+1,201
| +12% | +$61.9K | 0.21% | 120 |
|
2019
Q2 | $500K | Sell |
10,184
-143
| -1% | -$7.02K | 0.19% | 131 |
|
2019
Q1 | $593K | Buy |
10,327
+2,223
| +27% | +$128K | 0.24% | 106 |
|
2018
Q4 | $388K | Buy |
8,104
+2,477
| +44% | +$119K | 0.2% | 129 |
|
2018
Q3 | $265K | Sell |
5,627
-1,180
| -17% | -$55.6K | 0.12% | 184 |
|
2018
Q2 | $354K | Buy |
6,807
+928
| +16% | +$48.3K | 0.2% | 128 |
|
2018
Q1 | $289K | Buy |
+5,879
| New | +$289K | 0.15% | 152 |
|
2017
Q3 | – | Sell |
-4,225
| Closed | -$144K | – | 447 |
|
2017
Q2 | $144K | Sell |
4,225
-1,988
| -32% | -$67.8K | 0.07% | 208 |
|
2017
Q1 | $225K | Buy |
6,213
+573
| +10% | +$20.8K | 0.14% | 158 |
|
2016
Q4 | $205K | Sell |
5,640
-110
| -2% | -$4K | 0.15% | 160 |
|
2016
Q3 | $216K | Buy |
+5,750
| New | +$216K | 0.17% | 154 |
|