BWM
Birchcreek Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Hold |
2,363
| – | – | 0.25% | 71 |
|
|
2025
Q1 | $343K | Sell |
2,363
-120
| -5% | -$17.4K | 0.22% | 84 |
|
|
2024
Q4 | $404K | Hold |
2,483
| – | – | 0.25% | 76 |
|
|
2024
Q3 | $502K | Hold |
2,483
| – | – | 0.33% | 59 |
|
|
2024
Q2 | $586K | Hold |
2,483
| – | – | 0.33% | 67 |
|
|
2024
Q1 | $512K | Hold |
2,483
| – | – | 0.27% | 80 |
|
|
2023
Q4 | $402K | Buy |
2,483
+20
| +0.8% | +$3.24K | 0.24% | 88 |
|
|
2023
Q3 | $341K | Hold |
2,463
| – | – | 0.23% | 98 |
|
|
2023
Q2 | $356K | Buy |
2,463
+55
| +2% | +$7.95K | 0.25% | 97 |
|
|
2023
Q1 | $296K | Buy |
+2,408
| New | +$296K | 0.23% | 105 |
|
|
2022
Q2 | – | Sell |
-1,763
| Closed | -$232K | – | 115 |
|
|
2022
Q1 | $232K | Hold |
1,763
| – | – | 0.21% | 103 |
|
|
2021
Q4 | $277K | Hold |
1,763
| – | – | 0.24% | 94 |
|
|
2021
Q3 | $227K | Hold |
1,763
| – | – | 0.21% | 107 |
|
|
2021
Q2 | $251K | Hold |
1,763
| – | – | 0.24% | 98 |
|
|
2021
Q1 | $236K | Hold |
1,763
| – | – | 0.25% | 95 |
|
|
2020
Q4 | $152K | Buy |
+1,763
| New | +$152K | 0.15% | 115 |
|