Mark Sheptoff Financial Planning’s Advanced Micro Devices AMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$35.5K Sell
100
-517
-84% -$110K 0.02% 211
2025
Q4
$132K Hold
617
0.06% 126
2025
Q3
$99.8K Hold
617
0.05% 139
2025
Q2
$87.6K Hold
617
0.05% 138
2025
Q1
$63.4K Hold
617
0.03% 154
2024
Q4
$74.5K Sell
617
-300
-33% -$43.2K 0.04% 145
2024
Q3
$150K Buy
917
+300
+49% +$45.6K 0.08% 103
2024
Q2
$100K Sell
617
-400
-39% -$64.3K 0.06% 134
2024
Q1
$184K Hold
1,017
0.1% 101
2023
Q4
$150K Buy
1,017
+300
+42% +$35.4K 0.09% 105
2023
Q3
$73.7K Hold
717
0.05% 125
2023
Q2
$81.7K Buy
717
+100
+16% +$10.4K 0.05% 128
2023
Q1
$60.5K Buy
617
+100
+19% +$8.14K 0.04% 142
2022
Q4
$33.5K Hold
517
0.02% 174
2022
Q3
$33K Hold
517
0.02% 169
2022
Q2
$40K Sell
517
-2,600
-83% -$243K 0.02% 171
2022
Q1
$341K Sell
3,117
-758
-20% -$90.5K 0.17% 80
2021
Q4
$558K Buy
3,875
+3,300
+574% +$444K 0.27% 61
2021
Q3
$59K Hold
575
0.03% 164
2021
Q2
$54K Buy
+575
New +$46.5K 0.03% 178
2021
Q1
Sell
-100
Closed -$9K 374
2020
Q4
$9K Buy
+100
New +$8.63K 0.01% 273
2020
Q1
Sell
-100
Closed -$5K 338
2019
Q4
$5K Hold
100
﹤0.01% 312
2019
Q3
$3K Hold
100
﹤0.01% 322
2019
Q2
$3K Buy
+100
New +$2.85K ﹤0.01% 308
2017
Q3
Sell
-100
Closed -$1K 367
2017
Q2
$1K Sell
100
-1
-1% -$12 ﹤0.01% 349
2017
Q1
$1K Buy
+101
New +$1.28K ﹤0.01% 349
2015
Q1
Sell
-575
Closed -$2K 331
2014
Q4
$2K Hold
575
﹤0.01% 307
2014
Q3
$2K Hold
575
﹤0.01% 316
2014
Q2
$2K Hold
575
﹤0.01% 322
2014
Q1
$2K Buy
+575
New +$2.19K ﹤0.01% 333

Other funds holding AMD

Mark Sheptoff Financial Planning's AMD Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Advanced Micro Devices (AMD) stake by 84% in Q1 2026, selling an estimated $110K and leaving 100 shares worth $35.5K. The position accounts for 0.02% of the portfolio, ranked #211.

Mark Sheptoff Financial Planning first reported a position in AMD in Q1 2014 and has held it in 30 quarters since. The position peaked at $558K in Q4 2021. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Mark Sheptoff Financial Planning held 100 shares of Advanced Micro Devices worth $35.5K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 517 Advanced Micro Devices shares in Q1 2026, an estimated $110K.
  • Advanced Micro Devices made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #211 holding.
  • Mark Sheptoff Financial Planning first reported a position in Advanced Micro Devices in Q1 2014 and has held it in 30 quarters since.
  • Mark Sheptoff Financial Planning's Advanced Micro Devices position peaked at $558K in Q4 2021.
  • 3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.