WCWM
Willow Creek Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
8,952
-14
| -0.2% | -$314 | 0.02% | 165 |
|
|
2025
Q1 | $204K | Buy |
+8,966
| New | +$204K | 0.02% | 152 |
|
|
2024
Q4 | – | Sell |
-8,584
| Closed | -$201K | – | 155 |
|
|
2024
Q3 | $201K | Buy |
8,584
+83
| +1% | +$1.95K | 0.02% | 154 |
|
|
2024
Q2 | $263K | Sell |
8,501
-12
| -0.1% | -$372 | 0.03% | 132 |
|
|
2024
Q1 | $376K | Sell |
8,513
-220
| -3% | -$9.72K | 0.04% | 105 |
|
|
2023
Q4 | $439K | Sell |
8,733
-1,070
| -11% | -$53.8K | 0.06% | 88 |
|
|
2023
Q3 | $349K | Sell |
9,803
-396
| -4% | -$14.1K | 0.05% | 96 |
|
|
2023
Q2 | $341K | Buy |
10,199
+70
| +0.7% | +$2.34K | 0.05% | 106 |
|
|
2023
Q1 | $331K | Buy |
10,129
+23
| +0.2% | +$751 | 0.05% | 97 |
|
|
2022
Q4 | $267K | Buy |
10,106
+1,416
| +16% | +$37.4K | 0.04% | 106 |
|
|
2022
Q3 | $224K | Buy |
+8,690
| New | +$224K | 0.04% | 109 |
|
|
2022
Q2 | – | Sell |
-4,571
| Closed | -$227K | – | 129 |
|
|
2022
Q1 | $227K | Sell |
4,571
-227
| -5% | -$11.3K | 0.05% | 109 |
|
|
2021
Q4 | $247K | Buy |
4,798
+226
| +5% | +$11.6K | 0.05% | 110 |
|
|
2021
Q3 | $244K | Sell |
4,572
-57
| -1% | -$3.04K | 0.05% | 99 |
|
|
2021
Q2 | $260K | Buy |
4,629
+220
| +5% | +$12.4K | 0.06% | 95 |
|
|
2021
Q1 | $282K | Sell |
4,409
-103
| -2% | -$6.59K | 0.1% | 73 |
|
|
2020
Q4 | $225K | Buy |
4,512
+103
| +2% | +$5.14K | 0.08% | 84 |
|
|
2020
Q3 | $228K | Sell |
4,409
-674
| -13% | -$34.9K | 0.09% | 76 |
|
|
2020
Q2 | $304K | Sell |
5,083
-481
| -9% | -$28.8K | 0.14% | 47 |
|
|
2020
Q1 | $301K | Buy |
5,564
+481
| +9% | +$26K | 0.15% | 41 |
|
|
2019
Q4 | $304K | Sell |
5,083
-100
| -2% | -$5.98K | 0.14% | 55 |
|
|
2019
Q3 | $267K | Buy |
5,183
+100
| +2% | +$5.15K | 0.12% | 66 |
|
|
2019
Q2 | $243K | Hold |
5,083
| – | – | 0.12% | 70 |
|
|
2019
Q1 | $273K | Hold |
5,083
| – | – | 0.14% | 54 |
|
|
2018
Q4 | $239K | Buy |
5,083
+730
| +17% | +$34.3K | 0.13% | 54 |
|
|
2018
Q3 | $206K | Sell |
4,353
-1,744
| -29% | -$82.5K | 0.11% | 69 |
|
|
2018
Q2 | $303K | Buy |
+6,097
| New | +$303K | 0.17% | 43 |
|