Wellspring Financial Advisors’s Intel INTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.2K | Sell |
10,790
-935
| -8% | -$4K | ﹤0.01% | 179 |
|
|
2025
Q1 | $91.2K | Sell |
11,725
-2,317
| -17% | -$18K | 0.01% | 136 |
|
|
2024
Q4 | $117K | Sell |
14,042
-5,320
| -27% | -$44.2K | 0.01% | 142 |
|
|
2024
Q3 | $176K | Buy |
+19,362
| New | +$176K | 0.02% | 154 |
|
|
2024
Q2 | – | Sell |
-5,278
| Closed | -$233K | – | 154 |
|
|
2024
Q1 | $233K | Buy |
5,278
+45
| +0.9% | +$1.99K | 0.04% | 111 |
|
|
2023
Q4 | $263K | Buy |
+5,233
| New | +$263K | 0.07% | 103 |
|
|
2022
Q2 | – | Sell |
-4,865
| Closed | -$241K | – | 119 |
|
|
2022
Q1 | $241K | Buy |
4,865
+365
| +8% | +$18.1K | 0.07% | 82 |
|
|
2021
Q4 | $232K | Buy |
4,500
+80
| +2% | +$4.12K | 0.06% | 87 |
|
|
2021
Q3 | $235K | Buy |
4,420
+57
| +1% | +$3.03K | 0.07% | 88 |
|
|
2021
Q2 | $245K | Buy |
4,363
+239
| +6% | +$13.4K | 0.08% | 81 |
|
|
2021
Q1 | $223K | Buy |
+4,124
| New | +$223K | 0.11% | 78 |
|
|
2020
Q4 | – | Sell |
-3,995
| Closed | -$207K | – | 94 |
|
|
2020
Q3 | $207K | Buy |
3,995
+271
| +7% | +$14K | 0.08% | 82 |
|
|
2020
Q2 | $223K | Sell |
3,724
-400
| -10% | -$24K | 0.09% | 79 |
|
|
2020
Q1 | $223K | Buy |
+4,124
| New | +$223K | 0.11% | 78 |
|