CWS
Confluence Wealth Services’s Advanced Micro Devices AMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
+2,195
| New | +$311K | 0.02% | 303 |
|
|
2025
Q1 | – | Sell |
-2,319
| Closed | -$285K | – | 337 |
|
|
2024
Q4 | $285K | Buy |
2,319
+380
| +20% | +$46.8K | 0.02% | 284 |
|
|
2024
Q3 | $318K | Sell |
1,939
-1,356
| -41% | -$222K | 0.02% | 272 |
|
|
2024
Q2 | $534K | Buy |
3,295
+381
| +13% | +$61.8K | 0.04% | 218 |
|
|
2024
Q1 | $526K | Buy |
2,914
+1,144
| +65% | +$206K | 0.05% | 203 |
|
|
2023
Q4 | $261K | Buy |
+1,770
| New | +$261K | 0.03% | 253 |
|
|
2022
Q3 | – | Sell |
-2,635
| Closed | -$258K | – | 231 |
|
|
2022
Q2 | $258K | Buy |
+2,635
| New | +$258K | 0.11% | 217 |
|
|
2022
Q1 | – | Sell |
-473
| Closed | -$68K | – | 284 |
|
|
2021
Q4 | $68K | Buy |
+473
| New | +$68K | 0.02% | 393 |
|