BWM
BCS Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Buy |
1,947
+296
| +18% | +$54.1K | 0.08% | 189 |
|
|
2025
Q1 | $240K | Buy |
1,651
+3
| +0.2% | +$436 | 0.06% | 218 |
|
|
2024
Q4 | $268K | Buy |
1,648
+2
| +0.1% | +$325 | 0.07% | 212 |
|
|
2024
Q3 | $332K | Buy |
1,646
+3
| +0.2% | +$605 | 0.14% | 124 |
|
|
2024
Q2 | $388K | Buy |
1,643
+2
| +0.1% | +$472 | 0.19% | 107 |
|
|
2024
Q1 | $339K | Buy |
1,641
+1
| +0.1% | +$207 | 0.11% | 177 |
|
|
2023
Q4 | $266K | Sell |
1,640
-2,000
| -55% | -$324K | 0.1% | 178 |
|
|
2023
Q3 | $504K | Buy |
+3,640
| New | +$504K | 0.21% | 106 |
|
|
2023
Q1 | – | Sell |
-3,319
| Closed | -$323K | – | 162 |
|
|
2022
Q4 | $323K | Buy |
3,319
+7
| +0.2% | +$681 | 0.14% | 141 |
|
|
2022
Q3 | $271K | Buy |
3,312
+9
| +0.3% | +$736 | 0.13% | 142 |
|
|
2022
Q2 | $301K | Buy |
3,303
+1,009
| +44% | +$91.9K | 0.13% | 133 |
|
|
2022
Q1 | $302K | Buy |
2,294
+4
| +0.2% | +$527 | 0.13% | 149 |
|
|
2021
Q4 | $360K | Buy |
2,290
+3
| +0.1% | +$472 | 0.13% | 137 |
|
|
2021
Q3 | $294K | Buy |
+2,287
| New | +$294K | 0.12% | 137 |
|