WOSD
WFA of San Diego’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Buy |
+6,920
| New | +$155K | 0.11% | 107 |
|
|
2024
Q3 | $131K | Buy |
5,590
+126
| +2% | +$2.96K | 0.11% | 108 |
|
|
2024
Q2 | $169K | Buy |
+5,464
| New | +$169K | 0.15% | 93 |
|
|
2023
Q3 | $190K | Buy |
5,332
+190
| +4% | +$6.76K | 0.2% | 80 |
|
|
2023
Q2 | $172K | Sell |
5,142
-3,806
| -43% | -$127K | 0.17% | 87 |
|
|
2023
Q1 | $292K | Buy |
8,948
+892
| +11% | +$29.1K | 0.31% | 63 |
|
|
2022
Q4 | $213K | Buy |
+8,056
| New | +$213K | 0.16% | 92 |
|
|
2022
Q3 | – | Sell |
-3,345
| Closed | -$125K | – | 222 |
|
|
2022
Q2 | $125K | Buy |
+3,345
| New | +$125K | 0.11% | 102 |
|
|
2022
Q1 | – | Sell |
-6,642
| Closed | -$342K | – | 118 |
|
|
2021
Q4 | $342K | Buy |
6,642
+3,201
| +93% | +$165K | 0.2% | 87 |
|
|
2021
Q3 | $183K | Sell |
3,441
-439
| -11% | -$23.3K | 0.13% | 103 |
|
|
2021
Q2 | $218K | Sell |
3,880
-919
| -19% | -$51.6K | 0.17% | 83 |
|
|
2021
Q1 | $307K | Buy |
+4,799
| New | +$307K | 0.25% | 70 |
|
|
2020
Q4 | – | Sell |
-6,356
| Closed | -$329K | – | 99 |
|
|
2020
Q3 | $329K | Sell |
6,356
-66,456
| -91% | -$3.44M | 0.31% | 58 |
|
|
2020
Q2 | $4.4M | Buy |
+72,812
| New | +$4.4M | 1.03% | 16 |
|