WPW
Waldron Private Wealth’s Advanced Micro Devices AMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,234
| Closed | -$1.36M | – | 300 |
|
|
2024
Q4 | $1.36M | Sell |
11,234
-115
| -1% | -$13.9K | 0.05% | 137 |
|
|
2024
Q3 | $1.86M | Buy |
11,349
+141
| +1% | +$23.1K | 0.08% | 109 |
|
|
2024
Q2 | $1.82M | Buy |
11,208
+193
| +2% | +$31.3K | 0.08% | 103 |
|
|
2024
Q1 | $1.99M | Buy |
11,015
+587
| +6% | +$106K | 0.09% | 98 |
|
|
2023
Q4 | $1.54M | Buy |
10,428
+1,230
| +13% | +$181K | 0.07% | 108 |
|
|
2023
Q3 | $946K | Sell |
9,198
-263
| -3% | -$27K | 0.05% | 159 |
|
|
2023
Q2 | $1.08M | Sell |
9,461
-413
| -4% | -$47K | 0.05% | 147 |
|
|
2023
Q1 | $968K | Buy |
9,874
+2,550
| +35% | +$250K | 0.05% | 169 |
|
|
2022
Q4 | $464K | Hold |
7,324
| – | – | 0.03% | 244 |
|
|
2022
Q3 | $464K | Sell |
7,324
-715
| -9% | -$45.3K | 0.03% | 244 |
|
|
2022
Q2 | $614K | Buy |
8,039
+915
| +13% | +$69.9K | 0.03% | 219 |
|
|
2022
Q1 | $778K | Buy |
7,124
+1,853
| +35% | +$202K | 0.04% | 206 |
|
|
2021
Q4 | $758K | Buy |
5,271
+60
| +1% | +$8.63K | 0.04% | 212 |
|
|
2021
Q3 | $536K | Buy |
5,211
+59
| +1% | +$6.07K | 0.03% | 219 |
|
|
2021
Q2 | $483K | Buy |
5,152
+52
| +1% | +$4.88K | 0.03% | 212 |
|
|
2021
Q1 | $400K | Buy |
5,100
+321
| +7% | +$25.2K | 0.03% | 216 |
|
|
2020
Q4 | $438K | Buy |
4,779
+15
| +0.3% | +$1.38K | 0.03% | 192 |
|
|
2020
Q3 | $390K | Buy |
4,764
+567
| +14% | +$46.4K | 0.03% | 187 |
|
|
2020
Q2 | $220K | Buy |
+4,197
| New | +$220K | 0.02% | 232 |
|