GWM
GoalFusion Wealth Management’s Advanced Micro Devices AMD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $769K | Buy |
+5,420
| New | +$769K | 0.4% | 16 |
|
2025
Q1 | – | Sell |
-1,796
| Closed | -$217K | – | 27 |
|
2024
Q4 | $217K | Sell |
1,796
-174
| -9% | -$21K | 0.12% | 27 |
|
2024
Q3 | $323K | Hold |
1,970
| – | – | 0.18% | 21 |
|
2024
Q2 | $320K | Sell |
1,970
-275
| -12% | -$44.6K | 0.2% | 21 |
|
2024
Q1 | $405K | Sell |
2,245
-870
| -28% | -$157K | 0.26% | 22 |
|
2023
Q4 | $459K | Buy |
3,115
+490
| +19% | +$72.2K | 0.31% | 18 |
|
2023
Q3 | $270K | Hold |
2,625
| – | – | 0.2% | 22 |
|
2023
Q2 | $299K | Hold |
2,625
| – | – | 0.22% | 22 |
|
2023
Q1 | $257K | Sell |
2,625
-849
| -24% | -$83.2K | 0.2% | 20 |
|
2022
Q4 | $261K | Buy |
3,474
+1
| +0% | +$75 | 0.21% | 18 |
|
2022
Q3 | $220K | Hold |
3,473
| – | – | 0.21% | 15 |
|
2022
Q2 | $266K | Hold |
3,473
| – | – | 0.25% | 15 |
|
2022
Q1 | $380K | Sell |
3,473
-1,527
| -31% | -$167K | 0.33% | 16 |
|
2021
Q4 | $393K | Buy |
+5,000
| New | +$393K | 0.39% | 9 |
|