BWP
Balboa Wealth Partners’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
8,019
+248
| +3% | +$45.4K | 0.29% | 63 |
|
|
2025
Q1 | $1.13M | Sell |
7,771
-76
| -1% | -$11K | 0.27% | 72 |
|
|
2024
Q4 | $1.28M | Buy |
7,847
+2,507
| +47% | +$408K | 0.29% | 62 |
|
|
2024
Q3 | $1.08M | Buy |
5,340
+758
| +17% | +$153K | 0.27% | 70 |
|
|
2024
Q2 | $1.08M | Buy |
4,582
+765
| +20% | +$181K | 0.29% | 65 |
|
|
2024
Q1 | $787K | Buy |
3,817
+903
| +31% | +$186K | 0.23% | 79 |
|
|
2023
Q4 | $472K | Buy |
2,914
+315
| +12% | +$51.1K | 0.16% | 120 |
|
|
2023
Q3 | $360K | Buy |
2,599
+25
| +1% | +$3.46K | 0.14% | 128 |
|
|
2023
Q2 | $372K | Buy |
+2,574
| New | +$372K | 0.13% | 138 |
|