APP
Avantax Planning Partners’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
9,206
+202
| +2% | +$37K | 0.05% | 145 |
|
|
2025
Q1 | $1.31M | Sell |
9,004
-1,120
| -11% | -$163K | 0.05% | 161 |
|
|
2024
Q4 | $1.65M | Sell |
10,124
-6
| -0.1% | -$976 | 0.06% | 137 |
|
|
2024
Q3 | $2.05M | Sell |
10,130
-1,464
| -13% | -$296K | 0.07% | 127 |
|
|
2024
Q2 | $2.74M | Sell |
11,594
-807
| -7% | -$190K | 0.09% | 124 |
|
|
2024
Q1 | $2.56M | Buy |
12,401
+4,034
| +48% | +$832K | 0.08% | 132 |
|
|
2023
Q4 | $1.36M | Sell |
8,367
-418
| -5% | -$67.7K | 0.05% | 149 |
|
|
2023
Q3 | $1.22M | Buy |
8,785
+120
| +1% | +$16.6K | 0.05% | 150 |
|
|
2023
Q2 | $1.25M | Sell |
8,665
-945
| -10% | -$137K | 0.05% | 147 |
|
|
2023
Q1 | $1.18M | Buy |
9,610
+149
| +2% | +$18.3K | 0.05% | 148 |
|
|
2022
Q4 | $921K | Buy |
9,461
+54
| +0.6% | +$5.26K | 0.04% | 174 |
|
|
2022
Q3 | $771K | Buy |
9,407
+52
| +0.6% | +$4.26K | 0.03% | 178 |
|
|
2022
Q2 | $851K | Buy |
9,355
+6
| +0.1% | +$546 | 0.04% | 173 |
|
|
2022
Q1 | $1.23M | Sell |
9,349
-186
| -2% | -$24.5K | 0.05% | 136 |
|
|
2021
Q4 | $1.5M | Buy |
9,535
+47
| +0.5% | +$7.39K | 0.06% | 121 |
|
|
2021
Q3 | $1.22M | Sell |
9,488
-45
| -0.5% | -$5.79K | 0.06% | 122 |
|
|
2021
Q2 | $1.36M | Buy |
9,533
+64
| +0.7% | +$9.12K | 0.06% | 112 |
|
|
2021
Q1 | $1.27M | Sell |
9,469
-3,214
| -25% | -$429K | 0.07% | 118 |
|
|
2020
Q4 | $1.1M | Buy |
12,683
+80
| +0.6% | +$6.91K | 0.06% | 119 |
|
|
2020
Q3 | $749K | Buy |
12,603
+3,791
| +43% | +$225K | 0.04% | 143 |
|
|
2020
Q2 | $533K | Buy |
8,812
+103
| +1% | +$6.23K | 0.03% | 169 |
|
|
2020
Q1 | $399K | Sell |
8,709
-62
| -0.7% | -$2.84K | 0.03% | 174 |
|
|
2019
Q4 | $535K | Buy |
8,771
+133
| +2% | +$8.11K | 0.03% | 167 |
|
|
2019
Q3 | $431K | Sell |
8,638
-360
| -4% | -$18K | 0.03% | 189 |
|
|
2019
Q2 | $391K | Sell |
8,998
-387
| -4% | -$16.8K | 0.03% | 201 |
|
|
2019
Q1 | $372K | Sell |
9,385
-122
| -1% | -$4.84K | 0.03% | 206 |
|
|
2018
Q4 | $311K | Buy |
9,507
+1,158
| +14% | +$37.9K | 0.02% | 196 |
|
|
2018
Q3 | $323K | Buy |
8,349
+100
| +1% | +$3.87K | 0.03% | 189 |
|
|
2018
Q2 | $381K | Sell |
8,249
-1,479
| -15% | -$68.3K | 0.03% | 155 |
|
|
2018
Q1 | $539K | Buy |
9,728
+51
| +0.5% | +$2.83K | 0.05% | 169 |
|
|
2017
Q4 | $495K | Sell |
9,677
-11,230
| -54% | -$574K | 0.05% | 169 |
|
|
2017
Q3 | $1.09M | Sell |
20,907
-14
| -0.1% | -$729 | 0.09% | 111 |
|
|
2017
Q2 | $864K | Buy |
20,921
+97
| +0.5% | +$4.01K | 0.07% | 125 |
|
|
2017
Q1 | $810K | Sell |
20,824
-1,196
| -5% | -$46.5K | 0.07% | 130 |
|
|
2016
Q4 | $711K | Buy |
+22,020
| New | +$711K | 0.08% | 132 |
|