WMA
Wealth Management Associates’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,990
| Closed | -$340K | – | 214 |
|
|
2024
Q2 | $340K | Hold |
10,990
| – | – | 0.16% | 126 |
|
|
2024
Q1 | $340K | Sell |
10,990
-608
| -5% | -$18.8K | 0.16% | 126 |
|
|
2023
Q4 | $583K | Sell |
11,598
-106
| -0.9% | -$5.33K | 0.31% | 73 |
|
|
2023
Q3 | $416K | Buy |
11,704
+129
| +1% | +$4.59K | 0.24% | 87 |
|
|
2023
Q2 | $387K | Sell |
11,575
-1,111
| -9% | -$37.2K | 0.22% | 97 |
|
|
2023
Q1 | $414K | Sell |
12,686
-2,589
| -17% | -$84.6K | 0.26% | 91 |
|
|
2022
Q4 | $404K | Sell |
15,275
-311
| -2% | -$8.22K | 0.27% | 89 |
|
|
2022
Q3 | $402K | Buy |
15,586
+42
| +0.3% | +$1.08K | 0.28% | 99 |
|
|
2022
Q2 | $581K | Sell |
15,544
-736
| -5% | -$27.5K | 0.4% | 60 |
|
|
2022
Q1 | $807K | Buy |
16,280
+1,325
| +9% | +$65.7K | 0.46% | 54 |
|
|
2021
Q4 | $770K | Buy |
14,955
+55
| +0.4% | +$2.83K | 0.41% | 59 |
|
|
2021
Q3 | $794K | Buy |
14,900
+105
| +0.7% | +$5.59K | 0.46% | 52 |
|
|
2021
Q2 | $831K | Buy |
14,795
+225
| +2% | +$12.6K | 0.47% | 53 |
|
|
2021
Q1 | $932K | Buy |
14,570
+4
| +0% | +$256 | 0.59% | 38 |
|
|
2020
Q4 | $726K | Buy |
14,566
+655
| +5% | +$32.6K | 0.48% | 48 |
|
|
2020
Q3 | $720K | Buy |
13,911
+892
| +7% | +$46.2K | 0.56% | 44 |
|
|
2020
Q2 | $779K | Sell |
13,019
-616
| -5% | -$36.9K | 0.66% | 37 |
|
|
2020
Q1 | $738K | Buy |
13,635
+401
| +3% | +$21.7K | 0.75% | 31 |
|
|
2019
Q4 | $792K | Buy |
13,234
+2
| +0% | +$120 | 0.57% | 40 |
|
|
2019
Q3 | $682K | Buy |
13,232
+2,001
| +18% | +$103K | 0.55% | 41 |
|
|
2019
Q2 | $538K | Buy |
11,231
+318
| +3% | +$15.2K | 0.54% | 42 |
|
|
2019
Q1 | $586K | Buy |
10,913
+2,490
| +30% | +$134K | 0.64% | 35 |
|
|
2018
Q4 | $395K | Buy |
+8,423
| New | +$395K | 0.53% | 47 |
|