Summit Wealth & Retirement Planning’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 | $233K | Buy |
+1,642
| New | +$233K | 0.06% | 91 |
|
|
2024
Q4 | – | Sell |
-1,654
| Closed | -$271K | – | 76 |
|
|
2024
Q3 | $271K | Sell |
1,654
-40
| -2% | -$6.56K | 0.09% | 53 |
|
|
2024
Q2 | $275K | Buy |
1,694
+99
| +6% | +$16.1K | 0.09% | 53 |
|
|
2024
Q1 | $288K | Sell |
1,595
-143
| -8% | -$25.8K | 0.1% | 53 |
|
|
2023
Q4 | $256K | Buy |
+1,738
| New | +$256K | 0.11% | 50 |
|
|
2023
Q3 | – | Sell |
-1,812
| Closed | -$206K | – | 58 |
|
|
2023
Q2 | $206K | Sell |
1,812
-1,197
| -40% | -$136K | 0.08% | 57 |
|
|
2023
Q1 | $295K | Sell |
3,009
-1,580
| -34% | -$155K | 0.11% | 83 |
|
|
2022
Q4 | $297K | Sell |
4,589
-201
| -4% | -$13K | 0.12% | 83 |
|
|
2022
Q3 | $303K | Hold |
4,790
| – | – | 0.12% | 86 |
|
|
2022
Q2 | $366K | Sell |
4,790
-2,925
| -38% | -$223K | 0.14% | 82 |
|
|
2022
Q1 | $844K | Sell |
7,715
-500
| -6% | -$54.7K | 0.3% | 49 |
|
|
2021
Q4 | $1.18M | Sell |
8,215
-153
| -2% | -$22K | 0.4% | 37 |
|
|
2021
Q3 | $861K | Sell |
8,368
-446
| -5% | -$45.9K | 0.32% | 48 |
|
|
2021
Q2 | $828K | Buy |
+8,814
| New | +$828K | 0.31% | 49 |
|