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HERITAGE OAK WEALTH ADVISORS LLC → AMD

HERITAGE OAK WEALTH ADVISORS LLC AMD Position History

Advanced Micro Devices, Inc. • Technology

Quarters held
4
Latest value
$2.5M
Q3 2026
Peak value
$4.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.1M
Q1 2026$999K
Q2 2026$4.9M
Q3 2026$2.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.5M4.0K——
Q2 2026$4.9M8.4K——
Q1 2026$999K4.9K——
Q4 2025$1.1M5.2K——

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