IWA
IVC Wealth Advisors’s Advanced Micro Devices AMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Buy |
3,405
+176
| +5% | +$25K | 0.24% | 81 |
|
|
2025
Q1 | $332K | Buy |
3,229
+268
| +9% | +$27.5K | 0.18% | 115 |
|
|
2024
Q4 | $358K | Buy |
2,961
+668
| +29% | +$80.7K | 0.2% | 95 |
|
|
2024
Q3 | $376K | Sell |
2,293
-1,998
| -47% | -$328K | 0.21% | 98 |
|
|
2024
Q2 | $696K | Buy |
4,291
+17
| +0.4% | +$2.76K | 0.39% | 60 |
|
|
2024
Q1 | $771K | Buy |
4,274
+13
| +0.3% | +$2.35K | 0.45% | 58 |
|
|
2023
Q4 | $628K | Sell |
4,261
-80
| -2% | -$11.8K | 0.39% | 65 |
|
|
2023
Q3 | $446K | Sell |
4,341
-2
| -0% | -$206 | 0.3% | 85 |
|
|
2023
Q2 | $495K | Sell |
4,343
-1
| -0% | -$114 | 0.31% | 78 |
|
|
2023
Q1 | $426K | Sell |
4,344
-516
| -11% | -$50.6K | 0.3% | 83 |
|
|
2022
Q4 | $315K | Buy |
4,860
+44
| +0.9% | +$2.85K | 0.23% | 104 |
|
|
2022
Q3 | $305K | Sell |
4,816
-23
| -0.5% | -$1.46K | 0.25% | 99 |
|
|
2022
Q2 | $370K | Buy |
4,839
+66
| +1% | +$5.05K | 0.29% | 86 |
|
|
2022
Q1 | $522K | Buy |
+4,773
| New | +$522K | 0.34% | 68 |
|