Cassady Schiller Wealth Management’s Advanced Micro Devices AMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $148K | Buy |
1,225
+32
| +3% | +$3.87K | 0.05% | 135 |
|
|
2024
Q3 | $196K | Hold |
1,193
| – | – | 0.07% | 120 |
|
|
2024
Q2 | $194K | Hold |
1,193
| – | – | 0.08% | 116 |
|
|
2024
Q1 | $215K | Buy |
1,193
+9
| +0.8% | +$1.62K | 0.1% | 112 |
|
|
2023
Q4 | $175K | Hold |
1,184
| – | – | 0.09% | 120 |
|
|
2023
Q3 | $122K | Buy |
1,184
+184
| +18% | +$18.9K | 0.07% | 133 |
|
|
2023
Q2 | $114K | Hold |
1,000
| – | – | 0.06% | 138 |
|
|
2023
Q1 | $98K | Hold |
1,000
| – | – | 0.05% | 145 |
|
|
2022
Q4 | $64.8K | Buy |
+1,000
| New | +$64.8K | 0.04% | 175 |
|
|
2022
Q1 | – | Sell |
-1,027
| Closed | -$148K | – | 130 |
|
|
2021
Q4 | $148K | Buy |
+1,027
| New | +$148K | 0.09% | 116 |
|