Exencial 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
$728K Sell
5,127
-1,957
-28% -$278K 0.03% 328
2025
Q1
$728K Sell
7,084
-92,098
-93% -$9.46M 0.03% 323
2024
Q4
$12M Buy
99,182
+26,430
+36% +$3.19M 0.44% 62
2024
Q3
$11.9M Buy
72,752
+64,521
+784% +$10.6M 0.43% 72
2024
Q2
$1.34M Sell
8,231
-451
-5% -$73.2K 0.05% 243
2024
Q1
$1.57M Buy
8,682
+1,210
+16% +$218K 0.06% 230
2023
Q4
$1.1M Buy
7,472
+292
+4% +$43K 0.04% 251
2023
Q3
$738K Buy
7,180
+346
+5% +$35.6K 0.04% 255
2023
Q2
$778K Sell
6,834
-836
-11% -$95.2K 0.04% 253
2023
Q1
$752K Sell
7,670
-940
-11% -$92.1K 0.04% 241
2022
Q4
$558K Buy
8,610
+1,845
+27% +$119K 0.03% 269
2022
Q3
$429K Buy
6,765
+56
+0.8% +$3.55K 0.03% 292
2022
Q2
$513K Buy
6,709
+2,685
+67% +$205K 0.03% 273
2022
Q1
$440K Buy
4,024
+280
+7% +$30.6K 0.02% 299
2021
Q4
$539K Buy
3,744
+517
+16% +$74.4K 0.03% 299
2021
Q3
$332K Sell
3,227
-80
-2% -$8.23K 0.01% 275
2021
Q2
$311K Sell
3,307
-10
-0.3% -$940 0.02% 372
2021
Q1
$260K Sell
3,317
-2,261
-41% -$177K 0.02% 369
2020
Q4
$512K Buy
+5,578
New +$512K 0.03% 241