LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Advanced Micro Devices AMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $742K | Sell |
5,226
-941
| -15% | -$134K | 0.01% | 178 |
|
|
2025
Q1 | $557K | Hold |
6,167
| – | – | 0.01% | 205 |
|
|
2024
Q4 | $709K | Sell |
6,167
-461
| -7% | -$53K | 0.01% | 194 |
|
|
2024
Q3 | $1.02M | Buy |
6,628
+656
| +11% | +$101K | 0.01% | 162 |
|
|
2024
Q2 | $1.06M | Hold |
5,972
| – | – | 0.01% | 147 |
|
|
2024
Q1 | $888K | Buy |
5,972
+70
| +1% | +$10.4K | 0.01% | 156 |
|
|
2023
Q4 | $990K | Hold |
5,902
| – | – | 0.01% | 153 |
|
|
2023
Q3 | $636K | Sell |
5,902
-325
| -5% | -$35K | 0.01% | 177 |
|
|
2023
Q2 | $709K | Hold |
6,227
| – | – | 0.01% | 172 |
|
|
2023
Q1 | $610K | Hold |
6,227
| – | – | 0.01% | 183 |
|
|
2022
Q4 | $403K | Sell |
6,227
-13
| -0.2% | -$842 | 0.01% | 215 |
|
|
2022
Q3 | $395K | Hold |
6,240
| – | – | 0.01% | 217 |
|
|
2022
Q2 | $477K | Buy |
6,240
+13
| +0.2% | +$994 | 0.01% | 212 |
|
|
2022
Q1 | $681K | Buy |
6,227
+5,569
| +846% | +$609K | 0.01% | 188 |
|
|
2021
Q4 | $95K | Hold |
658
| – | – | ﹤0.01% | 388 |
|
|
2021
Q3 | $68K | Hold |
658
| – | – | ﹤0.01% | 431 |
|
|
2021
Q2 | $62K | Buy |
+658
| New | +$62K | ﹤0.01% | 450 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$46K | – | 316 |
|
|
2020
Q4 | $46K | Hold |
500
| – | – | ﹤0.01% | 436 |
|
|
2020
Q3 | $41K | Hold |
500
| – | – | ﹤0.01% | 417 |
|
|
2020
Q2 | $26K | Hold |
500
| – | – | ﹤0.01% | 424 |
|
|
2020
Q1 | $23K | Hold |
500
| – | – | ﹤0.01% | 446 |
|
|
2019
Q4 | $23K | Hold |
500
| – | – | ﹤0.01% | 521 |
|
|
2019
Q3 | $14K | Hold |
500
| – | – | ﹤0.01% | 542 |
|
|
2019
Q2 | $15K | Hold |
500
| – | – | ﹤0.01% | 527 |
|
|
2019
Q1 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 543 |
|
|
2013
Q3 | – | Sell |
-1,000
| Closed | -$4K | – | 554 |
|
|
2013
Q2 | $4K | Buy |
+1,000
| New | +$4K | ﹤0.01% | 569 |
|