Wells Trecaso Financial Group’s Intel INTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,598
| Closed | -$291K | – | 91 |
|
|
2024
Q1 | $291K | Sell |
6,598
-115
| -2% | -$5.08K | 0.1% | 77 |
|
|
2023
Q4 | $337K | Sell |
6,713
-757
| -10% | -$38K | 0.14% | 68 |
|
|
2023
Q3 | $266K | Buy |
7,470
+247
| +3% | +$8.78K | 0.12% | 76 |
|
|
2023
Q2 | $242K | Hold |
7,223
| – | – | 0.1% | 77 |
|
|
2023
Q1 | $236K | Sell |
7,223
-1,165
| -14% | -$38.1K | 0.11% | 79 |
|
|
2022
Q4 | $222K | Sell |
8,388
-415
| -5% | -$11K | 0.11% | 76 |
|
|
2022
Q3 | $227K | Hold |
8,803
| – | – | 0.12% | 71 |
|
|
2022
Q2 | $329K | Buy |
8,803
+175
| +2% | +$6.54K | 0.17% | 61 |
|
|
2022
Q1 | $428K | Buy |
8,628
+2,363
| +38% | +$117K | 0.19% | 61 |
|
|
2021
Q4 | $323K | Hold |
6,265
| – | – | 0.14% | 70 |
|
|
2021
Q3 | $334K | Buy |
6,265
+60
| +1% | +$3.2K | 0.16% | 61 |
|
|
2021
Q2 | $348K | Buy |
+6,205
| New | +$348K | 0.17% | 60 |
|
|
2020
Q3 | – | Sell |
-3,741
| Closed | -$224K | – | 74 |
|
|
2020
Q2 | $224K | Hold |
3,741
| – | – | 0.15% | 60 |
|
|
2020
Q1 | $202K | Sell |
3,741
-1,039
| -22% | -$56.1K | 0.18% | 59 |
|
|
2019
Q4 | $286K | Hold |
4,780
| – | – | 0.21% | 61 |
|
|
2019
Q3 | $246K | Sell |
4,780
-253
| -5% | -$13K | 0.2% | 62 |
|
|
2019
Q2 | $241K | Sell |
5,033
-174
| -3% | -$8.33K | 0.2% | 62 |
|
|
2019
Q1 | $280K | Buy |
5,207
+255
| +5% | +$13.7K | 0.24% | 59 |
|
|
2018
Q4 | $232K | Hold |
4,952
| – | – | 0.22% | 60 |
|
|
2018
Q3 | $234K | Sell |
4,952
-600
| -11% | -$28.4K | 0.19% | 65 |
|
|
2018
Q2 | $276K | Buy |
5,552
+1,000
| +22% | +$49.7K | 0.26% | 54 |
|
|
2018
Q1 | $237K | Hold |
4,552
| – | – | 0.23% | 59 |
|
|
2017
Q4 | $210K | Buy |
+4,552
| New | +$210K | 0.21% | 62 |
|