9258 Wealth Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $291K | Sell |
1,438
-236
| -14% | -$47.7K | 0.04% | 275 |
|
|
2024
Q2 | $395K | Hold |
1,674
| – | – | 0.06% | 228 |
|
|
2024
Q1 | $345K | Sell |
1,674
-78
| -4% | -$16.1K | 0.05% | 245 |
|
|
2023
Q4 | $284K | Hold |
1,752
| – | – | 0.05% | 262 |
|
|
2023
Q3 | $243K | Sell |
1,752
-10
| -0.6% | -$1.38K | 0.05% | 277 |
|
|
2023
Q2 | $255K | Buy |
+1,762
| New | +$255K | 0.05% | 271 |
|
|
2022
Q1 | – | Sell |
-1,663
| Closed | -$262K | – | 358 |
|
|
2021
Q4 | $262K | Buy |
1,663
+88
| +6% | +$13.9K | 0.06% | 312 |
|
|
2021
Q3 | $203K | Sell |
1,575
-192
| -11% | -$24.7K | 0.05% | 328 |
|
|
2021
Q2 | $252K | Buy |
+1,767
| New | +$252K | 0.07% | 292 |
|