WAM
WealthTrust Asset Management’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-5,440
| Closed | -$273K | – | 91 |
|
2023
Q4 | $273K | Buy |
+5,440
| New | +$273K | 0.23% | 65 |
|
2022
Q2 | – | Sell |
-5,724
| Closed | -$284K | – | 83 |
|
2022
Q1 | $284K | Buy |
5,724
+285
| +5% | +$14.1K | 0.2% | 63 |
|
2021
Q4 | $280K | Buy |
5,439
+500
| +10% | +$25.7K | 0.19% | 61 |
|
2021
Q3 | $263K | Hold |
4,939
| – | – | 0.23% | 56 |
|
2021
Q2 | $277K | Buy |
+4,939
| New | +$277K | 0.24% | 61 |
|