Alera Investment Advisors’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 | $517K | Buy |
2,559
+592
| +30% | +$120K | 0.06% | 134 |
|
|
2024
Q2 | $464K | Buy |
1,967
+696
| +55% | +$164K | 0.06% | 140 |
|
|
2024
Q1 | $262K | Buy |
+1,271
| New | +$262K | 0.04% | 144 |
|
|
2019
Q2 | – | Sell |
-770
| Closed | -$31K | – | 115 |
|
|
2019
Q1 | $31K | Buy |
770
+7
| +0.9% | +$282 | 0.02% | 218 |
|
|
2018
Q4 | $25K | Buy |
+763
| New | +$25K | 0.02% | 246 |
|