Heritage Wealth Management (Ohio)’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	$1.15M	Sell	8,136 -167	-2%	-$23.7K	0.37%	70
2025 Q1	$853K	Sell	8,303 -301	-3%	-$30.9K	0.29%	85
2024 Q4	$1.04M	Buy	8,604 +131	+2%	+$15.8K	0.35%	76
2024 Q3	$1.39M	Hold	8,473	–	–	0.46%	56
2024 Q2	$1.46M	Buy	+8,473	New	+$1.46M	0.49%	53