Avantax Planning Partners’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.08M | Buy |
8,999
+100
| +1% | +$33.6K | 0.08% | 117 |
|
|
2025
Q4 | $2.29M | Sell |
8,899
-3
| -0% | -$719 | 0.06% | 127 |
|
|
2025
Q3 | $1.82M | Sell |
8,902
-304
| -3% | -$55.2K | 0.05% | 135 |
|
|
2025
Q2 | $1.69M | Buy |
9,206
+202
| +2% | +$32K | 0.05% | 145 |
|
|
2025
Q1 | $1.31M | Sell |
9,004
-1,120
| -11% | -$188K | 0.05% | 161 |
|
|
2024
Q4 | $1.65M | Sell |
10,124
-6
| -0.1% | -$1.09K | 0.06% | 137 |
|
|
2024
Q3 | $2.05M | Sell |
10,130
-1,464
| -13% | -$300K | 0.07% | 127 |
|
|
2024
Q2 | $2.74M | Sell |
11,594
-807
| -7% | -$173K | 0.09% | 124 |
|
|
2024
Q1 | $2.56M | Buy |
12,401
+4,034
| +48% | +$740K | 0.08% | 132 |
|
|
2023
Q4 | $1.36M | Sell |
8,367
-418
| -5% | -$61.4K | 0.05% | 149 |
|
|
2023
Q3 | $1.22M | Buy |
8,785
+120
| +1% | +$17.2K | 0.05% | 150 |
|
|
2023
Q2 | $1.25M | Sell |
8,665
-945
| -10% | -$118K | 0.05% | 147 |
|
|
2023
Q1 | $1.18M | Buy |
9,610
+149
| +2% | +$17.1K | 0.05% | 148 |
|
|
2022
Q4 | $921K | Buy |
9,461
+54
| +0.6% | +$5.18K | 0.04% | 174 |
|
|
2022
Q3 | $771K | Buy |
9,407
+52
| +0.6% | +$5.01K | 0.03% | 178 |
|
|
2022
Q2 | $851K | Buy |
9,355
+6
| +0.1% | +$658 | 0.04% | 173 |
|
|
2022
Q1 | $1.23M | Sell |
9,349
-186
| -2% | -$25.6K | 0.05% | 136 |
|
|
2021
Q4 | $1.5M | Buy |
9,535
+47
| +0.5% | +$6.81K | 0.06% | 121 |
|
|
2021
Q3 | $1.22M | Sell |
9,488
-45
| -0.5% | -$6.11K | 0.06% | 122 |
|
|
2021
Q2 | $1.36M | Buy |
9,533
+64
| +0.7% | +$8.59K | 0.06% | 112 |
|
|
2021
Q1 | $1.26M | Sell |
9,469
-3,214
| -25% | -$354K | 0.07% | 118 |
|
|
2020
Q4 | $1.09M | Buy |
12,683
+80
| +0.6% | +$5.91K | 0.06% | 119 |
|
|
2020
Q3 | $749K | Buy |
12,603
+3,791
| +43% | +$234K | 0.04% | 143 |
|
|
2020
Q2 | $533K | Buy |
8,812
+103
| +1% | +$5.56K | 0.03% | 169 |
|
|
2020
Q1 | $399K | Sell |
8,709
-62
| -0.7% | -$3.56K | 0.03% | 174 |
|
|
2019
Q4 | $535K | Buy |
8,771
+133
| +2% | +$7.47K | 0.03% | 167 |
|
|
2019
Q3 | $431K | Sell |
8,638
-360
| -4% | -$17.4K | 0.03% | 189 |
|
|
2019
Q2 | $391K | Sell |
8,998
-387
| -4% | -$16.3K | 0.03% | 201 |
|
|
2019
Q1 | $372K | Sell |
9,385
-122
| -1% | -$4.63K | 0.03% | 206 |
|
|
2018
Q4 | $311K | Buy |
9,507
+1,158
| +14% | +$39.7K | 0.02% | 196 |
|
|
2018
Q3 | $323K | Buy |
8,349
+100
| +1% | +$4.42K | 0.03% | 189 |
|
|
2018
Q2 | $381K | Sell |
8,249
-1,479
| -15% | -$76.2K | 0.03% | 155 |
|
|
2018
Q1 | $539K | Buy |
9,728
+51
| +0.5% | +$2.84K | 0.05% | 169 |
|
|
2017
Q4 | $495K | Sell |
9,677
-11,230
| -54% | -$608K | 0.05% | 169 |
|
|
2017
Q3 | $1.09M | Sell |
20,907
-14
| -0.1% | -$633 | 0.09% | 111 |
|
|
2017
Q2 | $864K | Buy |
20,921
+97
| +0.5% | +$4.12K | 0.07% | 125 |
|
|
2017
Q1 | $810K | Sell |
20,824
-1,196
| -5% | -$43K | 0.07% | 130 |
|
|
2016
Q4 | $711K | Buy |
+22,020
| New | +$670K | 0.08% | 132 |
|
Other funds holding AMAT
VCM
VPM
