JWM
Jackson 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 | – | Sell |
-20,575
| Closed | -$2.11M | – | 160 |
|
|
2025
Q1 | $2.11M | Buy |
20,575
+7,656
| +59% | +$787K | 0.26% | 71 |
|
|
2024
Q4 | $1.56M | Sell |
12,919
-5,453
| -30% | -$658K | 0.18% | 79 |
|
|
2024
Q3 | $3.01M | Buy |
18,372
+8,526
| +87% | +$1.4M | 0.36% | 60 |
|
|
2024
Q2 | $1.6M | Sell |
9,846
-7,974
| -45% | -$1.29M | 0.34% | 61 |
|
|
2024
Q1 | $3.22M | Buy |
17,820
+16,312
| +1,082% | +$2.94M | 0.4% | 58 |
|
|
2023
Q4 | $222K | Sell |
1,508
-859
| -36% | -$126K | 0.03% | 131 |
|
|
2023
Q3 | $243K | Sell |
2,367
-3,266
| -58% | -$335K | 0.03% | 126 |
|
|
2023
Q2 | $642K | Sell |
5,633
-460
| -8% | -$52.4K | 0.09% | 86 |
|
|
2023
Q1 | $597K | Buy |
6,093
+2,813
| +86% | +$276K | 0.45% | 71 |
|
|
2022
Q4 | $212K | Sell |
3,280
-2,552
| -44% | -$165K | 0.08% | 84 |
|
|
2022
Q3 | $370K | Buy |
+5,832
| New | +$370K | 0.07% | 94 |
|
|
2022
Q2 | – | Sell |
-146,635
| Closed | -$16M | – | 92 |
|
|
2022
Q1 | $16M | Buy |
146,635
+37,169
| +34% | +$4.06M | 2.23% | 14 |
|
|
2021
Q4 | $15.8M | Buy |
+109,466
| New | +$15.8M | 1.99% | 14 |
|
|
2021
Q3 | – | Sell |
-114,056
| Closed | -$10.7M | – | 87 |
|
|
2021
Q2 | $10.7M | Buy |
114,056
+99,056
| +660% | +$9.3M | 1.36% | 21 |
|
|
2021
Q1 | $1.18M | Sell |
15,000
-660,005
| -98% | -$51.8M | 0.18% | 97 |
|
|
2020
Q4 | $61.9M | Sell |
675,005
-50,095
| -7% | -$4.59M | 8.44% | 1 |
|
|
2020
Q3 | $59.5M | Buy |
725,100
+395,100
| +120% | +$32.4M | 8.91% | 1 |
|
|
2020
Q2 | $17.4M | Buy |
330,000
+74,000
| +29% | +$3.89M | 3.09% | 8 |
|
|
2020
Q1 | $14.3M | Buy |
256,000
+85,000
| +50% | +$4.74M | 2.98% | 6 |
|
|
2019
Q4 | $8.61M | Buy |
+171,000
| New | +$8.61M | 1.43% | 15 |
|
|
2019
Q3 | – | Sell |
-900,000
| Closed | -$28.4M | – | 122 |
|
|
2019
Q2 | $28.4M | Buy |
900,000
+250,000
| +38% | +$7.88M | 6.17% | 4 |
|
|
2019
Q1 | $16.6M | Buy |
650,000
+180,000
| +38% | +$4.59M | 4.06% | 4 |
|
|
2018
Q4 | $8.01M | Sell |
470,000
-90,200
| -16% | -$1.54M | 2.4% | 10 |
|
|
2018
Q3 | $17.3M | Buy |
560,200
+200,200
| +56% | +$6.18M | 3.64% | 6 |
|
|
2018
Q2 | $5.78M | Buy |
+360,000
| New | +$5.78M | 1.35% | 21 |
|