WAOTB
Wealth Advisors of Tampa Bay’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,358
| Closed | -$346K | – | 99 |
|
|
2023
Q2 | $346K | Sell |
10,358
-84,120
| -89% | -$2.81M | 0.19% | 63 |
|
|
2023
Q1 | $3.09M | Sell |
94,478
-3,464
| -4% | -$113K | 1.77% | 23 |
|
|
2022
Q4 | $2.59M | Buy |
97,942
+12,377
| +14% | +$327K | 1.6% | 30 |
|
|
2022
Q3 | $2.21M | Sell |
85,565
-81,339
| -49% | -$2.1M | 1.51% | 30 |
|
|
2022
Q2 | $6.24M | Buy |
166,904
+15,730
| +10% | +$588K | 1.93% | 22 |
|
|
2022
Q1 | $7.49M | Buy |
151,174
+23,366
| +18% | +$1.16M | 2.03% | 15 |
|
|
2021
Q4 | $6.58M | Buy |
127,808
+65,067
| +104% | +$3.35M | 1.61% | 24 |
|
|
2021
Q3 | $3.34M | Buy |
62,741
+143
| +0.2% | +$7.62K | 1.85% | 17 |
|
|
2021
Q2 | $3.51M | Buy |
62,598
+4,463
| +8% | +$251K | 1.96% | 14 |
|
|
2021
Q1 | $3.72M | Sell |
58,135
-859
| -1% | -$55K | 2.2% | 10 |
|
|
2020
Q4 | $2.94M | Sell |
58,994
-115
| -0.2% | -$5.73K | 2.05% | 15 |
|
|
2020
Q3 | $3.06M | Buy |
59,109
+311
| +0.5% | +$16.1K | 2.27% | 13 |
|
|
2020
Q2 | $3.52M | Sell |
58,798
-2,161
| -4% | -$129K | 2.93% | 4 |
|
|
2020
Q1 | $3.3M | Buy |
60,959
+254
| +0.4% | +$13.7K | 3.7% | 3 |
|
|
2019
Q4 | $3.63M | Sell |
60,705
-9,389
| -13% | -$562K | 3.35% | 5 |
|
|
2019
Q3 | $3.61M | Sell |
70,094
-10,213
| -13% | -$526K | 3% | 5 |
|
|
2019
Q2 | $3.84M | Buy |
80,307
+2,178
| +3% | +$104K | 2.79% | 6 |
|
|
2019
Q1 | $4.2M | Sell |
78,129
-15,100
| -16% | -$811K | 3.04% | 7 |
|
|
2018
Q4 | $4.37M | Sell |
93,229
-1,565
| -2% | -$73.4K | 3.55% | 4 |
|
|
2018
Q3 | $4.48M | Buy |
94,794
+6,045
| +7% | +$286K | 3.14% | 6 |
|
|
2018
Q2 | $4.46M | Sell |
88,749
-1,563
| -2% | -$78.5K | 3.4% | 4 |
|
|
2018
Q1 | $4.71M | Sell |
90,312
-2,320
| -3% | -$121K | 3.4% | 3 |
|
|
2017
Q4 | $4.15M | Buy |
+92,632
| New | +$4.15M | 2.85% | 13 |
|