BWM
BerganKDV Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.93M | Sell |
13,357
-226
| -2% | -$32.7K | 0.19% | 90 |
|
|
2023
Q1 | $1.67M | Buy |
13,583
+738
| +6% | +$90.6K | 0.17% | 100 |
|
|
2022
Q4 | $1.25M | Sell |
12,845
-633
| -5% | -$61.6K | 0.14% | 110 |
|
|
2022
Q3 | $1.1M | Sell |
13,478
-131
| -1% | -$10.7K | 0.13% | 118 |
|
|
2022
Q2 | $1.24M | Buy |
13,609
+328
| +2% | +$29.8K | 0.14% | 120 |
|
|
2022
Q1 | $1.75M | Sell |
13,281
-239
| -2% | -$31.5K | 0.19% | 99 |
|
|
2021
Q4 | $2.13M | Sell |
13,520
-36
| -0.3% | -$5.67K | 0.22% | 91 |
|
|
2021
Q3 | $1.75M | Sell |
13,556
-3,091
| -19% | -$398K | 0.2% | 94 |
|
|
2021
Q2 | $2.37M | Sell |
16,647
-56
| -0.3% | -$7.98K | 0.28% | 73 |
|
|
2021
Q1 | $2.23M | Sell |
16,703
-725
| -4% | -$96.8K | 0.29% | 72 |
|
|
2020
Q4 | $1.5M | Buy |
17,428
+117
| +0.7% | +$10.1K | 0.21% | 88 |
|
|
2020
Q3 | $1.03M | Buy |
17,311
+226
| +1% | +$13.4K | 0.16% | 99 |
|
|
2020
Q2 | $1.03M | Buy |
17,085
+195
| +1% | +$11.8K | 0.18% | 99 |
|
|
2020
Q1 | $774K | Buy |
16,890
+9,274
| +122% | +$425K | 0.16% | 105 |
|
|
2019
Q4 | $465K | Buy |
7,616
+36
| +0.5% | +$2.2K | 0.08% | 154 |
|
|
2019
Q3 | $378K | Sell |
7,580
-106
| -1% | -$5.29K | 0.07% | 155 |
|
|
2019
Q2 | $345K | Buy |
7,686
+786
| +11% | +$35.3K | 0.07% | 162 |
|
|
2019
Q1 | $274K | Buy |
+6,900
| New | +$274K | 0.06% | 170 |
|