Axxcess Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.58M | Buy |
30,490
+3,938
| +15% | +$721K | 0.13% | 137 |
|
|
2025
Q1 | $3.85M | Buy |
26,552
+1,410
| +6% | +$205K | 0.1% | 162 |
|
|
2024
Q4 | $4.09M | Sell |
25,142
-100
| -0.4% | -$16.3K | 0.1% | 157 |
|
|
2024
Q3 | $5.1M | Buy |
25,242
+6,056
| +32% | +$1.22M | 0.13% | 133 |
|
|
2024
Q2 | $4.53M | Buy |
19,186
+82
| +0.4% | +$19.4K | 0.12% | 142 |
|
|
2024
Q1 | $3.94M | Buy |
19,104
+1,628
| +9% | +$336K | 0.11% | 156 |
|
|
2023
Q4 | $2.83M | Buy |
17,476
+1,339
| +8% | +$217K | 0.08% | 189 |
|
|
2023
Q3 | $2.23M | Buy |
16,137
+9,678
| +150% | +$1.34M | 0.08% | 190 |
|
|
2023
Q2 | $934K | Buy |
6,459
+291
| +5% | +$42.1K | 0.07% | 244 |
|
|
2023
Q1 | $758K | Buy |
6,168
+1,668
| +37% | +$205K | 0.06% | 280 |
|
|
2022
Q4 | $438K | Buy |
+4,500
| New | +$438K | 0.04% | 384 |
|
|
2022
Q3 | – | Sell |
-2,223
| Closed | -$202K | – | 543 |
|
|
2022
Q2 | $202K | Sell |
2,223
-2,513
| -53% | -$228K | 0.02% | 489 |
|
|
2022
Q1 | $625K | Buy |
4,736
+969
| +26% | +$128K | 0.05% | 306 |
|
|
2021
Q4 | $593K | Buy |
+3,767
| New | +$593K | 0.04% | 316 |
|