WLIM
White Lighthouse Investment Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,803
| Closed | -$345K | – | 123 |
|
|
2024
Q1 | $345K | Hold |
7,803
| – | – | 0.07% | 97 |
|
|
2023
Q4 | $392K | Hold |
7,803
| – | – | 0.09% | 91 |
|
|
2023
Q3 | $277K | Hold |
7,803
| – | – | 0.07% | 103 |
|
|
2023
Q2 | $261K | Sell |
7,803
-150
| -2% | -$5.02K | 0.06% | 104 |
|
|
2023
Q1 | $260K | Hold |
7,953
| – | – | 0.07% | 102 |
|
|
2022
Q4 | $210K | Buy |
7,953
+150
| +2% | +$3.97K | 0.06% | 110 |
|
|
2022
Q3 | $201K | Hold |
7,803
| – | – | 0.06% | 105 |
|
|
2022
Q2 | $292K | Sell |
7,803
-1,672
| -18% | -$62.6K | 0.08% | 90 |
|
|
2022
Q1 | $470K | Buy |
9,475
+1,500
| +19% | +$74.4K | 0.12% | 79 |
|
|
2021
Q4 | $411K | Sell |
7,975
-28
| -0.3% | -$1.44K | 0.1% | 84 |
|
|
2021
Q3 | $426K | Buy |
8,003
+200
| +3% | +$10.6K | 0.11% | 82 |
|
|
2021
Q2 | $438K | Hold |
7,803
| – | – | 0.12% | 83 |
|
|
2021
Q1 | $499K | Hold |
7,803
| – | – | 0.15% | 74 |
|
|
2020
Q4 | $389K | Hold |
7,803
| – | – | 0.12% | 81 |
|
|
2020
Q3 | $404K | Hold |
7,803
| – | – | 0.14% | 81 |
|
|
2020
Q2 | $467K | Hold |
7,803
| – | – | 0.17% | 80 |
|
|
2020
Q1 | $422K | Buy |
7,803
+400
| +5% | +$21.6K | 0.18% | 82 |
|
|
2019
Q4 | $443K | Hold |
7,403
| – | – | 0.16% | 84 |
|
|
2019
Q3 | $381K | Hold |
7,403
| – | – | 0.15% | 92 |
|
|
2019
Q2 | $354K | Sell |
7,403
-1,262
| -15% | -$60.3K | 0.15% | 90 |
|
|
2019
Q1 | $465K | Sell |
8,665
-800
| -8% | -$42.9K | 0.21% | 78 |
|
|
2018
Q4 | $444K | Buy |
9,465
+3
| +0% | +$141 | 0.24% | 74 |
|
|
2018
Q3 | $447K | Hold |
9,462
| – | – | 0.23% | 74 |
|
|
2018
Q2 | $470K | Hold |
9,462
| – | – | 0.26% | 68 |
|
|
2018
Q1 | $493K | Sell |
9,462
-2,000
| -17% | -$104K | 0.28% | 71 |
|
|
2017
Q4 | $529K | Buy |
+11,462
| New | +$529K | 0.3% | 69 |
|