Caldwell Trust’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
13,298
+328
|
|
||||
|
2025
Q1 | $1.88M | Buy |
12,970
+298
|
|
||||
|
2024
Q4 | $2.06M | Buy |
12,672
+78
|
|
||||
|
2024
Q3 | $2.54M | Sell |
12,594
-228
|
|
||||
|
2024
Q2 | $3.03M | Sell |
12,822
-16
|
|
||||
|
2024
Q1 | $2.65M | Buy |
12,838
+1,784
|
|
||||
|
2023
Q4 | $1.79M | Buy |
11,054
+285
|
|
||||
|
2023
Q3 | $1.49M | Buy |
10,769
+76
|
|
||||
|
2023
Q2 | $1.55M | Sell |
10,693
-108
|
|
||||
|
2023
Q1 | $1.33M | Buy |
10,801
+218
|
|
||||
|
2022
Q4 | $1.03M | Sell |
10,583
-478
|
|
||||
|
2022
Q3 | $906K | Sell |
11,061
-90
|
|
||||
|
2022
Q2 | $1.01M | Buy |
11,151
+139
|
|
||||
|
2022
Q1 | $1.45M | Buy |
11,012
+615
|
|
||||
|
2021
Q4 | $1.64M | Buy |
10,397
+656
|
|
||||
|
2021
Q3 | $1.25M | Buy |
9,741
+341
|
|
||||
|
2021
Q2 | $1.34M | Sell |
9,400
-230
|
|
||||
|
2021
Q1 | $1.29M | Buy |
9,630
+975
|
|
||||
|
2020
Q4 | $747K | Buy |
8,655
+10
|
|
||||
|
2020
Q3 | $514K | Sell |
8,645
-80
|
|
||||
|
2020
Q2 | $527K | Sell |
8,725
-28
|
|
||||
|
2020
Q1 | $401K | Buy |
8,753
+578
|
|
||||
|
2019
Q4 | $499K | Buy |
+8,175
|
|