Heritage Wealth Partners’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
Q1 | $301K | Sell |
2,927
-401
| -12% | -$41.2K | 0.46% | 41 |
|
|
2024
Q4 | $402K | Sell |
3,328
-40
| -1% | -$4.83K | 0.5% | 41 |
|
|
2024
Q3 | $553K | Buy |
3,368
+45
| +1% | +$7.38K | 0.65% | 36 |
|
|
2024
Q2 | $539K | Buy |
3,323
+1,581
| +91% | +$256K | 0.78% | 31 |
|
|
2024
Q1 | $257K | Hold |
1,742
| – | – | 0.52% | 32 |
|
|
2023
Q4 | $257K | Buy |
+1,742
| New | +$257K | 0.52% | 32 |
|
|
2023
Q3 | – | Sell |
-1,782
| Closed | -$203K | – | 40 |
|
|
2023
Q2 | $203K | Buy |
+1,782
| New | +$203K | 0.12% | 68 |
|