Heritage 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 | $305K | Hold |
2,146
| – | – | 0.01% | 170 |
|
|
2025
Q1 | $220K | Hold |
2,146
| – | – | 0.01% | 190 |
|
|
2024
Q4 | $259K | Buy |
2,146
+18
| +0.8% | +$2.17K | 0.01% | 180 |
|
|
2024
Q3 | $349K | Sell |
2,128
-64
| -3% | -$10.5K | 0.02% | 166 |
|
|
2024
Q2 | $356K | Sell |
2,192
-74
| -3% | -$12K | 0.02% | 157 |
|
|
2024
Q1 | $409K | Buy |
2,266
+70
| +3% | +$12.6K | 0.02% | 160 |
|
|
2023
Q4 | $324K | Buy |
2,196
+4
| +0.2% | +$590 | 0.02% | 172 |
|
|
2023
Q3 | $225K | Hold |
2,192
| – | – | 0.01% | 189 |
|
|
2023
Q2 | $250K | Hold |
2,192
| – | – | 0.01% | 187 |
|
|
2023
Q1 | $215K | Sell |
2,192
-50
| -2% | -$4.9K | 0.01% | 197 |
|
|
2022
Q4 | $145K | Sell |
2,242
-20
| -0.9% | -$1.3K | 0.01% | 234 |
|
|
2022
Q3 | $143K | Hold |
2,262
| – | – | 0.01% | 228 |
|
|
2022
Q2 | $173K | Hold |
2,262
| – | – | 0.01% | 211 |
|
|
2022
Q1 | $247K | Buy |
2,262
+2,042
| +928% | +$223K | 0.01% | 182 |
|
|
2021
Q4 | $32K | Sell |
220
-30
| -12% | -$4.36K | ﹤0.01% | 363 |
|
|
2021
Q3 | $25.7K | Hold |
250
| – | – | ﹤0.01% | 383 |
|
|
2021
Q2 | $23.5K | Buy |
250
+50
| +25% | +$4.7K | ﹤0.01% | 400 |
|
|
2021
Q1 | $15.7K | Hold |
200
| – | – | ﹤0.01% | 442 |
|
|
2020
Q4 | $18K | Hold |
200
| – | – | ﹤0.01% | 416 |
|
|
2020
Q3 | $16.4K | Hold |
200
| – | – | ﹤0.01% | 367 |
|
|
2020
Q2 | $10.5K | Buy |
+200
| New | +$10.5K | ﹤0.01% | 379 |
|