BWP
Baldwin Wealth Partners’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-304
| Closed | -$61.4K | – | 268 |
|
|
2024
Q3 | $61.4K | Buy |
304
+231
| +316% | +$46.7K | ﹤0.01% | 508 |
|
|
2024
Q2 | $17.2K | Buy |
73
+15
| +26% | +$3.54K | ﹤0.01% | 484 |
|
|
2024
Q1 | $12K | Hold |
58
| – | – | ﹤0.01% | 536 |
|
|
2023
Q4 | $9.4K | Hold |
58
| – | – | ﹤0.01% | 582 |
|
|
2023
Q3 | $8.03K | Hold |
58
| – | – | ﹤0.01% | 593 |
|
|
2023
Q2 | $8.38K | Sell |
58
-31
| -35% | -$4.48K | ﹤0.01% | 606 |
|
|
2023
Q1 | $10.9K | Hold |
89
| – | – | ﹤0.01% | 609 |
|
|
2022
Q4 | $8.67K | Buy |
89
+31
| +53% | +$3.02K | ﹤0.01% | 617 |
|
|
2022
Q3 | $5K | Sell |
58
-940
| -94% | -$81K | ﹤0.01% | 556 |
|
|
2022
Q2 | $91K | Buy |
998
+58
| +6% | +$5.29K | 0.01% | 261 |
|
|
2022
Q1 | $124K | Buy |
+940
| New | +$124K | 0.01% | 251 |
|
|
2018
Q3 | – | Sell |
-550
| Closed | -$25K | – | 516 |
|
|
2018
Q2 | $25K | Hold |
550
| – | – | ﹤0.01% | 377 |
|
|
2018
Q1 | $31K | Buy |
550
+425
| +340% | +$24K | 0.01% | 343 |
|
|
2017
Q4 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 429 |
|