BWA
BDO Wealth Advisors’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $737K | Buy |
5,098
+41
| +0.8% | +$5.93K | 0.08% | 151 |
|
|
2023
Q1 | $621K | Sell |
5,057
-2,130
| -30% | -$262K | 0.08% | 153 |
|
|
2022
Q4 | $700K | Sell |
7,187
-378
| -5% | -$36.8K | 0.09% | 153 |
|
|
2022
Q3 | $620K | Hold |
7,565
| – | – | 0.08% | 154 |
|
|
2022
Q2 | $688K | Sell |
7,565
-262
| -3% | -$23.8K | 0.08% | 147 |
|
|
2022
Q1 | $1.03M | Sell |
7,827
-240
| -3% | -$31.6K | 0.11% | 130 |
|
|
2021
Q4 | $1.27M | Sell |
8,067
-317
| -4% | -$49.9K | 0.13% | 118 |
|
|
2021
Q3 | $1.08M | Sell |
8,384
-552
| -6% | -$71K | 0.12% | 125 |
|
|
2021
Q2 | $1.27M | Sell |
8,936
-341
| -4% | -$48.5K | 0.14% | 115 |
|
|
2021
Q1 | $1.24M | Buy |
9,277
+8,427
| +991% | +$1.13M | 0.15% | 116 |
|
|
2020
Q4 | $73K | Hold |
850
| – | – | 0.01% | 321 |
|
|
2020
Q3 | $51K | Buy |
850
+93
| +12% | +$5.58K | 0.01% | 326 |
|
|
2020
Q2 | $46K | Hold |
757
| – | – | 0.01% | 334 |
|
|
2020
Q1 | $35K | Buy |
+757
| New | +$35K | 0.01% | 368 |
|
|
2018
Q4 | – | Sell |
-71
| Closed | -$3K | – | 542 |
|
|
2018
Q3 | $3K | Hold |
71
| – | – | ﹤0.01% | 526 |
|
|
2018
Q2 | $3K | Buy |
+71
| New | +$3K | ﹤0.01% | 537 |
|
|
2018
Q1 | – | Sell |
-57
| Closed | -$3K | – | 568 |
|
|
2017
Q4 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 398 |
|