MSWM
Mowery & Schoenfeld 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 | $78K | Sell |
550
-7
| -1% | -$993 | 0.12% | 90 |
|
2025
Q1 | $57.2K | Buy |
557
+7
| +1% | +$719 | 0.11% | 123 |
|
2024
Q4 | $66.4K | Buy |
550
+510
| +1,275% | +$61.6K | 0.13% | 97 |
|
2024
Q3 | $6.56K | Sell |
40
-323
| -89% | -$53K | 0.01% | 193 |
|
2024
Q2 | $58.9K | Buy |
363
+323
| +808% | +$52.4K | 0.08% | 88 |
|
2024
Q1 | $7.22K | Hold |
40
| – | – | 0.01% | 116 |
|
2023
Q4 | $5.9K | Buy |
+40
| New | +$5.9K | 0.01% | 126 |
|