Rheos Capital Works’s Advanced Micro Devices AMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.8M | Buy |
+640,000
| New | +$90.8M | 5.22% | 2 |
|
|
2024
Q4 | – | Sell |
-70,000
| Closed | -$11.5M | – | 98 |
|
|
2024
Q3 | $11.5M | Buy |
+70,000
| New | +$11.5M | 0.6% | 56 |
|
|
2024
Q2 | – | Sell |
-34,100
| Closed | -$6.16M | – | 101 |
|
|
2024
Q1 | $6.16M | Sell |
34,100
-119,400
| -78% | -$21.6M | 0.29% | 84 |
|
|
2023
Q4 | $22.6M | Sell |
153,500
-27,200
| -15% | -$4.01M | 1.25% | 20 |
|
|
2023
Q3 | $18.6M | Buy |
180,700
+17,500
| +11% | +$1.8M | 1.12% | 29 |
|
|
2023
Q2 | $18.6M | Buy |
163,200
+100,000
| +158% | +$11.4M | 1% | 37 |
|
|
2023
Q1 | $6.19M | Sell |
63,200
-8,600
| -12% | -$843K | 0.34% | 79 |
|
|
2022
Q4 | $4.65M | Buy |
+71,800
| New | +$4.65M | 0.28% | 106 |
|
|
2022
Q2 | – | Sell |
-215,600
| Closed | -$23.6M | – | 137 |
|
|
2022
Q1 | $23.6M | Hold |
215,600
| – | – | 1.13% | 22 |
|
|
2021
Q4 | $31M | Sell |
215,600
-30,000
| -12% | -$4.32M | 1.35% | 13 |
|
|
2021
Q3 | $25.3M | Buy |
245,600
+43,600
| +22% | +$4.49M | 1.3% | 15 |
|
|
2021
Q2 | $19M | Buy |
+202,000
| New | +$19M | 0.96% | 33 |
|