WKWM
Walter & Keenan Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
18,504
-5,931
| -24% | -$133K | 0.12% | 114 |
|
|
2025
Q1 | $555K | Buy |
24,435
+140
| +0.6% | +$3.18K | 0.17% | 101 |
|
|
2024
Q4 | $487K | Sell |
24,295
-13,348
| -35% | -$268K | 0.15% | 108 |
|
|
2024
Q3 | $883K | Sell |
37,643
-51,656
| -58% | -$1.21M | 0.27% | 85 |
|
|
2024
Q2 | $2.77M | Sell |
89,299
-1,020
| -1% | -$31.6K | 0.88% | 36 |
|
|
2024
Q1 | $3.99M | Sell |
90,319
-832
| -0.9% | -$36.7K | 1.31% | 22 |
|
|
2023
Q4 | $4.58M | Sell |
91,151
-960
| -1% | -$48.2K | 1.64% | 15 |
|
|
2023
Q3 | $3.27M | Sell |
92,111
-3,408
| -4% | -$121K | 1.28% | 23 |
|
|
2023
Q2 | $3.19M | Sell |
95,519
-11,975
| -11% | -$400K | 1.17% | 24 |
|
|
2023
Q1 | $3.51M | Sell |
107,494
-8,612
| -7% | -$281K | 1.33% | 23 |
|
|
2022
Q4 | $3.07M | Sell |
116,106
-3,567
| -3% | -$94.3K | 1.21% | 27 |
|
|
2022
Q3 | $3.08M | Buy |
119,673
+261
| +0.2% | +$6.73K | 1.31% | 23 |
|
|
2022
Q2 | $4.47M | Buy |
119,412
+2,542
| +2% | +$95.1K | 1.77% | 15 |
|
|
2022
Q1 | $5.79M | Sell |
116,870
-3,769
| -3% | -$187K | 1.97% | 13 |
|
|
2021
Q4 | $6.21M | Sell |
120,639
-3,798
| -3% | -$196K | 2.02% | 13 |
|
|
2021
Q3 | $6.63M | Buy |
124,437
+1,476
| +1% | +$78.6K | 2.25% | 9 |
|
|
2021
Q2 | $6.91M | Sell |
122,961
-3,599
| -3% | -$202K | 2.38% | 9 |
|
|
2021
Q1 | $8.1M | Sell |
126,560
-5,001
| -4% | -$320K | 2.87% | 5 |
|
|
2020
Q4 | $6.55M | Sell |
131,561
-7,931
| -6% | -$395K | 2.37% | 10 |
|
|
2020
Q3 | $7.22M | Buy |
139,492
+8,994
| +7% | +$466K | 2.86% | 5 |
|
|
2020
Q2 | $7.8M | Buy |
+130,498
| New | +$7.8M | 3.16% | 3 |
|
|
2020
Q1 | – | Sell |
-127,093
| Closed | -$7.61M | – | 149 |
|
|
2019
Q4 | $7.61M | Sell |
127,093
-17,642
| -12% | -$1.06M | 2.93% | 4 |
|
|
2019
Q3 | $7.46M | Buy |
144,735
+22,016
| +18% | +$1.13M | 2.83% | 4 |
|
|
2019
Q2 | $5.88M | Buy |
122,719
+49
| +0% | +$2.35K | 2.59% | 7 |
|
|
2019
Q1 | $6.59M | Buy |
122,670
+2,953
| +2% | +$159K | 2.9% | 7 |
|
|
2018
Q4 | $5.62M | Sell |
119,717
-1,952
| -2% | -$91.6K | 2.53% | 8 |
|
|
2018
Q3 | $5.75K | Sell |
121,669
-5,150
| -4% | -$244 | 1.72% | 8 |
|
|
2018
Q2 | $6.3M | Sell |
126,819
-3,918
| -3% | -$195K | 2.71% | 5 |
|
|
2018
Q1 | $6.81M | Sell |
130,737
-5,700
| -4% | -$297K | 2.94% | 5 |
|
|
2017
Q4 | $6.3M | Buy |
136,437
+11,764
| +9% | +$543K | 2.65% | 6 |
|
|
2017
Q3 | $4.75M | Buy |
124,673
+4,395
| +4% | +$167K | 2.19% | 9 |
|
|
2017
Q2 | $4.06M | Buy |
120,278
+1,500
| +1% | +$50.6K | 2.04% | 11 |
|
|
2017
Q1 | $4.28M | Buy |
118,778
+500
| +0.4% | +$18K | 2.22% | 10 |
|
|
2016
Q4 | $4.29M | Buy |
118,278
+200
| +0.2% | +$7.25K | 2.28% | 9 |
|
|
2016
Q3 | $4.46M | Sell |
118,078
-2,500
| -2% | -$94.4K | 2.46% | 9 |
|
|
2016
Q2 | $3.96M | Sell |
120,578
-4,500
| -4% | -$148K | 2.2% | 10 |
|
|
2016
Q1 | $4.05M | Sell |
125,078
-1,000
| -0.8% | -$32.3K | 2.32% | 8 |
|
|
2015
Q4 | $4.34M | Sell |
126,078
-700
| -0.6% | -$24.1K | 2.53% | 7 |
|
|
2015
Q3 | $3.82M | Buy |
126,778
+1,000
| +0.8% | +$30.1K | 2.36% | 10 |
|
|
2015
Q2 | $3.83M | Buy |
125,778
+1,000
| +0.8% | +$30.4K | 2.22% | 11 |
|
|
2015
Q1 | $3.9M | Hold |
124,778
| – | – | 2.21% | 9 |
|
|
2014
Q4 | $4.53M | Sell |
124,778
-5,000
| -4% | -$181K | 2.58% | 7 |
|
|
2014
Q3 | $4.52M | Sell |
129,778
-30,500
| -19% | -$1.06M | 2.65% | 6 |
|
|
2014
Q2 | $4.95M | Sell |
160,278
-544
| -0.3% | -$16.8K | 2.59% | 5 |
|
|
2014
Q1 | $4.15M | Buy |
+160,822
| New | +$4.15M | 2.28% | 10 |
|