Wellspring Financial Advisors’s Advanced Micro Devices AMD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,748
| Closed | -$287K | – | 150 |
|
2024
Q3 | $287K | Sell |
1,748
-190
| -10% | -$31.2K | 0.03% | 115 |
|
2024
Q2 | $314K | Buy |
1,938
+399
| +26% | +$64.7K | 0.04% | 103 |
|
2024
Q1 | $278K | Buy |
1,539
+180
| +13% | +$32.5K | 0.04% | 104 |
|
2023
Q4 | $200K | Buy |
+1,359
| New | +$200K | 0.05% | 126 |
|
2022
Q2 | – | Sell |
-1,095
| Closed | -$120K | – | 106 |
|
2022
Q1 | $120K | Buy |
+1,095
| New | +$120K | 0.04% | 126 |
|