SWA
SOA 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 | $527K | Buy |
3,711
+546
| +17% | +$77.5K | 0.1% | 114 |
|
|
2025
Q1 | $325K | Sell |
3,165
-4,179
| -57% | -$429K | 0.07% | 144 |
|
|
2024
Q4 | $887K | Buy |
7,344
+320
| +5% | +$38.7K | 0.16% | 80 |
|
|
2024
Q3 | $1.15M | Sell |
7,024
-16
| -0.2% | -$2.63K | 0.22% | 68 |
|
|
2024
Q2 | $1.14M | Buy |
7,040
+562
| +9% | +$91.2K | 0.23% | 69 |
|
|
2024
Q1 | $1.17M | Buy |
6,478
+175
| +3% | +$31.6K | 0.24% | 65 |
|
|
2023
Q4 | $929K | Sell |
6,303
-50
| -0.8% | -$7.37K | 0.21% | 66 |
|
|
2023
Q3 | $653K | Buy |
6,353
+109
| +2% | +$11.2K | 0.16% | 74 |
|
|
2023
Q2 | $711K | Buy |
6,244
+17
| +0.3% | +$1.94K | 0.17% | 69 |
|
|
2023
Q1 | $610K | Buy |
6,227
+337
| +6% | +$33K | 0.15% | 78 |
|
|
2022
Q4 | $381K | Buy |
5,890
+468
| +9% | +$30.3K | 0.1% | 102 |
|
|
2022
Q3 | $343K | Buy |
5,422
+229
| +4% | +$14.5K | 0.1% | 103 |
|
|
2022
Q2 | $397K | Buy |
5,193
+80
| +2% | +$6.12K | 0.12% | 98 |
|
|
2022
Q1 | $559K | Buy |
5,113
+46
| +0.9% | +$5.03K | 0.14% | 93 |
|
|
2021
Q4 | $735K | Sell |
5,067
-400
| -7% | -$58K | 0.18% | 79 |
|
|
2021
Q3 | $562K | Buy |
5,467
+150
| +3% | +$15.4K | 0.14% | 89 |
|
|
2021
Q2 | $499K | Sell |
5,317
-1,970
| -27% | -$185K | 0.13% | 101 |
|
|
2021
Q1 | $572K | Sell |
7,287
-151
| -2% | -$11.9K | 0.16% | 85 |
|
|
2020
Q4 | $686K | Buy |
+7,438
| New | +$686K | 0.19% | 73 |
|