EP Wealth Advisors’s Advanced Micro Devices AMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.9M Buy
246,086
+60,644
+33% +$8.61M 0.23% 75
2025
Q1
$19.1M Buy
185,442
+125,040
+207% +$12.8M 0.15% 113
2024
Q4
$7.3M Sell
60,402
-5,730
-9% -$692K 0.06% 177
2024
Q3
$10.9M Buy
66,132
+10,566
+19% +$1.73M 0.09% 138
2024
Q2
$9.01M Buy
55,566
+9,700
+21% +$1.57M 0.1% 128
2024
Q1
$8.28M Buy
45,866
+3,783
+9% +$683K 0.1% 122
2023
Q4
$6.2M Sell
42,083
-214
-0.5% -$31.5K 0.08% 139
2023
Q3
$4.35M Buy
42,297
+2,368
+6% +$243K 0.07% 162
2023
Q2
$4.91M Hold
39,929
0.07% 152
2023
Q1
$3.91M Buy
39,929
+262
+0.7% +$25.7K 0.07% 160
2022
Q4
$2.57M Sell
39,667
-1,708
-4% -$111K 0.05% 197
2022
Q3
$2.62M Buy
41,375
+447
+1% +$28.3K 0.06% 168
2022
Q2
$3.13M Buy
40,928
+691
+2% +$52.8K 0.07% 151
2022
Q1
$4.4M Buy
40,237
+19,243
+92% +$2.1M 0.1% 123
2021
Q4
$3.02M Sell
20,994
-119
-0.6% -$17.1K 0.07% 146
2021
Q3
$2.17M Sell
21,113
-1,005
-5% -$103K 0.06% 157
2021
Q2
$2.08M Sell
22,118
-587
-3% -$55.1K 0.06% 174
2021
Q1
$1.78M Buy
22,705
+2,929
+15% +$230K 0.06% 177
2020
Q4
$1.81M Buy
19,776
+14,549
+278% +$1.33M 0.06% 134
2020
Q3
$429K Sell
5,227
-192
-4% -$15.8K 0.02% 243
2020
Q2
$285K Buy
5,419
+320
+6% +$16.8K 0.01% 313
2020
Q1
$232K Sell
5,099
-10
-0.2% -$455 0.01% 335
2019
Q4
$234K Buy
+5,109
New +$234K 0.01% 369