OWA
Octavia 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 | $859K | Sell |
6,054
-672
| -10% | -$95.4K | 0.1% | 86 |
|
|
2025
Q1 | $691K | Buy |
6,726
+491
| +8% | +$50.4K | 0.08% | 93 |
|
|
2024
Q4 | $753K | Buy |
6,235
+541
| +10% | +$65.3K | 0.09% | 86 |
|
|
2024
Q3 | $934K | Sell |
5,694
-410
| -7% | -$67.3K | 0.12% | 74 |
|
|
2024
Q2 | $990K | Buy |
6,104
+936
| +18% | +$152K | 0.13% | 74 |
|
|
2024
Q1 | $933K | Sell |
5,168
-225
| -4% | -$40.6K | 0.14% | 78 |
|
|
2023
Q4 | $795K | Buy |
5,393
+29
| +0.5% | +$4.28K | 0.14% | 83 |
|
|
2023
Q3 | $552K | Sell |
5,364
-50
| -0.9% | -$5.14K | 0.11% | 97 |
|
|
2023
Q2 | $617K | Buy |
5,414
+291
| +6% | +$33.1K | 0.13% | 86 |
|
|
2023
Q1 | $502K | Buy |
5,123
+114
| +2% | +$11.2K | 0.11% | 91 |
|
|
2022
Q4 | $324K | Buy |
5,009
+38
| +0.8% | +$2.46K | 0.08% | 132 |
|
|
2022
Q3 | $315K | Sell |
4,971
-105
| -2% | -$6.65K | 0.09% | 121 |
|
|
2022
Q2 | $390K | Sell |
5,076
-424
| -8% | -$32.6K | 0.1% | 107 |
|
|
2022
Q1 | $601K | Buy |
5,500
+262
| +5% | +$28.6K | 0.13% | 87 |
|
|
2021
Q4 | $754K | Sell |
5,238
-734
| -12% | -$106K | 0.16% | 76 |
|
|
2021
Q3 | $614K | Buy |
5,972
+160
| +3% | +$16.5K | 0.16% | 81 |
|
|
2021
Q2 | $546K | Buy |
5,812
+1,242
| +27% | +$117K | 0.14% | 91 |
|
|
2021
Q1 | $359K | Buy |
4,570
+327
| +8% | +$25.7K | 0.11% | 117 |
|
|
2020
Q4 | $389K | Buy |
+4,243
| New | +$389K | 0.13% | 111 |
|