Annex Advisory Services’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.95M Sell
16,133
-3,293
-17% -$603K 0.07% 114
2025
Q1
$2.82M Sell
19,426
-13,048
-40% -$1.89M 0.08% 106
2024
Q4
$5.28M Sell
32,474
-101,880
-76% -$16.6M 0.16% 84
2024
Q3
$27.1M Buy
134,354
+27,427
+26% +$5.54M 0.87% 27
2024
Q2
$25.2M Buy
106,927
+12,916
+14% +$3.05M 0.89% 21
2024
Q1
$19.4M Sell
94,011
-6,792
-7% -$1.4M 0.69% 32
2023
Q4
$16.3M Buy
100,803
+27,253
+37% +$4.42M 0.68% 36
2023
Q3
$10.2M Buy
73,550
+9,768
+15% +$1.35M 0.62% 40
2023
Q2
$9.22M Sell
63,782
-28,601
-31% -$4.13M 0.51% 42
2023
Q1
$11.3M Buy
92,383
+2,096
+2% +$257K 0.61% 29
2022
Q4
$8.79M Buy
90,287
+24,971
+38% +$2.43M 0.5% 33
2022
Q3
$5.35M Buy
65,316
+5,905
+10% +$484K 0.36% 52
2022
Q2
$5.41M Buy
59,411
+7,030
+13% +$640K 0.39% 52
2022
Q1
$6.9M Buy
52,381
+9,110
+21% +$1.2M 0.51% 40
2021
Q4
$6.81M Buy
43,271
+2,374
+6% +$374K 0.47% 36
2021
Q3
$5.26M Buy
40,897
+5,822
+17% +$749K 0.43% 39
2021
Q2
$4.99M Buy
35,075
+3,603
+11% +$513K 0.4% 40
2021
Q1
$4.21M Sell
31,472
-719
-2% -$96.1K 0.4% 44
2020
Q4
$2.78M Buy
32,191
+108
+0.3% +$9.32K 0.27% 60
2020
Q3
$1.91M Sell
32,083
-1,035
-3% -$61.5K 0.24% 50
2020
Q2
$2M Buy
+33,118
New +$2M 0.28% 44
2020
Q1
Sell
-3,520
Closed -$215K 124
2019
Q4
$215K Buy
+3,520
New +$215K 0.03% 124