XWM
Xcel Wealth Management’s Advanced Micro Devices AMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
11,697
-876
| -7% | -$124K | 0.47% | 51 |
|
|
2025
Q1 | $1.29M | Sell |
12,573
-1,439
| -10% | -$148K | 0.4% | 55 |
|
|
2024
Q4 | $1.69M | Buy |
14,012
+1,177
| +9% | +$142K | 0.47% | 43 |
|
|
2024
Q3 | $2.11M | Buy |
12,835
+6,704
| +109% | +$1.1M | 0.62% | 38 |
|
|
2024
Q2 | $995K | Sell |
6,131
-911
| -13% | -$148K | 0.31% | 58 |
|
|
2024
Q1 | $1.27M | Sell |
7,042
-3,498
| -33% | -$631K | 0.4% | 49 |
|
|
2023
Q4 | $1.55M | Sell |
10,540
-154
| -1% | -$22.7K | 0.54% | 45 |
|
|
2023
Q3 | $1.1M | Sell |
10,694
-14,964
| -58% | -$1.54M | 0.43% | 49 |
|
|
2023
Q2 | $2.92M | Sell |
25,658
-6,580
| -20% | -$750K | 0.92% | 28 |
|
|
2023
Q1 | $3.16M | Buy |
32,238
+728
| +2% | +$71.4K | 1.11% | 25 |
|
|
2022
Q4 | $2.04M | Sell |
31,510
-6,045
| -16% | -$392K | 0.8% | 37 |
|
|
2022
Q3 | $2.38M | Buy |
37,555
+3,305
| +10% | +$209K | 0.89% | 35 |
|
|
2022
Q2 | $2.62M | Buy |
34,250
+3,774
| +12% | +$289K | 0.95% | 34 |
|
|
2022
Q1 | $3.33M | Buy |
30,476
+5,068
| +20% | +$554K | 0.91% | 31 |
|
|
2021
Q4 | $3.66M | Sell |
25,408
-356
| -1% | -$51.2K | 0.94% | 32 |
|
|
2021
Q3 | $2.65M | Sell |
25,764
-6,700
| -21% | -$689K | 0.77% | 39 |
|
|
2021
Q2 | $3.05M | Buy |
32,464
+9,745
| +43% | +$915K | 0.92% | 33 |
|
|
2021
Q1 | $1.78M | Buy |
22,719
+16,093
| +243% | +$1.26M | 0.64% | 40 |
|
|
2020
Q4 | $607K | Buy |
6,626
+510
| +8% | +$46.7K | 0.26% | 72 |
|
|
2020
Q3 | $501K | Buy |
+6,116
| New | +$501K | 0.26% | 71 |
|