BWG
Beta Wealth Group’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Buy |
2,901
+1
| +0% | +$183 | 0.19% | 68 |
|
|
2025
Q1 | $421K | Buy |
2,900
+600
| +26% | +$87.1K | 0.15% | 77 |
|
|
2024
Q4 | $374K | Buy |
+2,300
| New | +$374K | 0.17% | 87 |
|
|
2024
Q2 | – | Sell |
-2,000
| Closed | -$413K | – | 104 |
|
|
2024
Q1 | $413K | Sell |
2,000
-3,101
| -61% | -$640K | 0.2% | 78 |
|
|
2023
Q4 | $827K | Sell |
5,101
-99
| -2% | -$16K | 0.43% | 42 |
|
|
2023
Q3 | $720K | Buy |
5,200
+100
| +2% | +$13.8K | 0.43% | 44 |
|
|
2023
Q2 | $737K | Buy |
5,100
+500
| +11% | +$72.3K | 0.43% | 45 |
|
|
2023
Q1 | $565K | Buy |
4,600
+400
| +10% | +$49.1K | 0.32% | 51 |
|
|
2022
Q4 | $409K | Buy |
4,200
+300
| +8% | +$29.2K | 0.27% | 62 |
|
|
2022
Q3 | $320K | Buy |
3,900
+300
| +8% | +$24.6K | 0.23% | 63 |
|
|
2022
Q2 | $328K | Buy |
3,600
+600
| +20% | +$54.7K | 0.22% | 57 |
|
|
2022
Q1 | $395K | Buy |
3,000
+1,100
| +58% | +$145K | 0.26% | 50 |
|
|
2021
Q4 | $245K | Hold |
1,900
| – | – | 0.18% | 55 |
|
|
2021
Q3 | $245K | Hold |
1,900
| – | – | 0.18% | 55 |
|
|
2021
Q2 | $271K | Buy |
1,900
+100
| +6% | +$14.3K | 0.19% | 53 |
|
|
2021
Q1 | $240K | Buy |
+1,800
| New | +$240K | 0.17% | 52 |
|