AMD β€” ADVANCED MICRO DEVICES INC COM

Ownership history in Avondale Wealth Management  Β·  29 quarters on record

This page tracks every 13F SEC filing in which Avondale Wealth Management reported a position in ADVANCED MICRO DEVICES INC COM (AMD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.25% (2024 Q3)
πŸ“Š Avg. % of fund
0.42%
πŸ“… First filed
2018 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
29

Position Intelligence

Avondale Wealth Management Γ— AMD AI Analytics

πŸ“ˆ Avondale Wealth Management outperformed the S&P 500 by +30.5% annually on this AMD position. Timing score: 61% (11/18 decisions correct). Average cost basis: $103.51. Maximum drawdown during holding period: –56.0%.

πŸ“ˆ Position Alpha vs SPY
+30.5%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 30.5% per year on this position.
28 quarters analyzed

⏱️ Timing Score
61%

βœ… Decent timing β€” more right than wrong on entries and exits.
11 of 18 add/trim decisions correct

πŸ’° Entry Quality
$103.51
+106.9% vs current ($214.16)

Best entry: $18.46 (2018 Q4)  Β·  Worst: $164.08 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–56.0%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
50%
buy-side decisions

9 adds Β· 9 trims. Bought during 5 of 10 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Avondale Wealth Management has been actively increasing its AMD allocation β€” a bullish signal from insiders.
Currently 1.17% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    AMD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 10,650 β€” 0% 1.17% $2.3M $214.16
2025 Q3 REDUCED 10,650 -1,550 -12.7% 0.92% $1.7M $161.79
2025 Q2 ADDED 12,200 +1,650 +15.6% 0.97% $1.7M $141.90
2025 Q1 ADDED 10,550 +3,175 +43.1% 0.68% $1.1M $102.74
2024 Q4 REDUCED 7,375 -4,325 -37.0% 0.57% $891K $120.79
2024 Q3 ADDED 11,700 +2,125 +22.2% 1.25% $1.9M $164.08
2024 Q2 ADDED 9,575 +2,670 +38.7% 1.06% $1.6M $162.21
2024 Q1 REDUCED 6,905 -970 -12.3% 0.87% $1.2M $180.49
2023 Q4 REDUCED 7,875 -650 -7.6% 0.94% $1.2M $147.41
2023 Q3 ADDED 8,525 +2,150 +33.7% 0.77% $877K $102.82
19 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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