WMP
Wealth Management Partners’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-9,025
| Closed | -$212K | – | 117 |
|
2024
Q3 | $212K | Buy |
+9,025
| New | +$212K | 0.1% | 108 |
|
2022
Q2 | – | Sell |
-5,000
| Closed | -$225K | – | 100 |
|
2022
Q1 | $225K | Hold |
5,000
| – | – | 0.16% | 100 |
|
2021
Q4 | $267K | Sell |
5,000
-3,282
| -40% | -$175K | 0.18% | 91 |
|
2021
Q3 | $441K | Hold |
8,282
| – | – | 0.33% | 65 |
|
2021
Q2 | $465K | Sell |
8,282
-6
| -0.1% | -$337 | 0.32% | 68 |
|
2021
Q1 | $549K | Buy |
8,288
+395
| +5% | +$26.2K | 0.41% | 56 |
|
2020
Q4 | $436K | Buy |
+7,893
| New | +$436K | 0.34% | 63 |
|