Carson Wealth (CWM LLC)’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
73,898
+8,404
| +13% | +$1.54M | 0.05% | 323 |
|
|
2025
Q1 | $9.5M | Buy |
65,494
+4,276
| +7% | +$621K | 0.04% | 362 |
|
|
2024
Q4 | $9.96M | Sell |
61,218
-1,695
| -3% | -$276K | 0.04% | 322 |
|
|
2024
Q3 | $12.7M | Buy |
62,913
+22,646
| +56% | +$4.58M | 0.05% | 274 |
|
|
2024
Q2 | $9.5M | Buy |
40,267
+727
| +2% | +$172K | 0.04% | 302 |
|
|
2024
Q1 | $8.15M | Buy |
39,540
+1,719
| +5% | +$354K | 0.04% | 324 |
|
|
2023
Q4 | $6.13M | Buy |
37,821
+6,001
| +19% | +$973K | 0.03% | 360 |
|
|
2023
Q3 | $4.41M | Buy |
31,820
+566
| +2% | +$78.4K | 0.03% | 386 |
|
|
2023
Q2 | $4.52M | Buy |
31,254
+2,416
| +8% | +$349K | 0.03% | 358 |
|
|
2023
Q1 | $3.54M | Buy |
28,838
+2,441
| +9% | +$300K | 0.02% | 388 |
|
|
2022
Q4 | $2.57M | Buy |
26,397
+4,046
| +18% | +$394K | 0.02% | 413 |
|
|
2022
Q3 | $1.83M | Sell |
22,351
-2,237
| -9% | -$183K | 0.01% | 429 |
|
|
2022
Q2 | $2.24M | Sell |
24,588
-284
| -1% | -$25.8K | 0.02% | 398 |
|
|
2022
Q1 | $3.28M | Sell |
24,872
-127,417
| -84% | -$16.8M | 0.02% | 349 |
|
|
2021
Q4 | $24M | Buy |
+152,289
| New | +$24M | 0.17% | 123 |
|
|
2021
Q2 | $18M | Hold |
126,740
| – | – | 0.14% | 146 |
|
|
2021
Q1 | $18M | Hold |
126,740
| – | – | 0.14% | 146 |
|
|
2020
Q4 | $18M | Hold |
126,740
| – | – | 0.14% | 146 |
|
|
2020
Q3 | $18M | Hold |
126,740
| – | – | 0.14% | 146 |
|
|
2020
Q2 | $18M | Hold |
126,740
| – | – | 0.14% | 146 |
|
|
2020
Q1 | $18M | Hold |
126,740
| – | – | 0.14% | 146 |
|
|
2019
Q4 | $18M | Hold |
126,740
| – | – | 0.14% | 146 |
|
|
2019
Q3 | $18M | Hold |
126,740
| – | – | 0.14% | 146 |
|
|
2019
Q2 | $18M | Hold |
126,740
| – | – | 0.14% | 146 |
|
|
2019
Q1 | $18M | Buy |
126,740
+121,202
| +2,189% | +$17.3M | 0.14% | 146 |
|
|
2018
Q4 | $181K | Buy |
5,538
+1,264
| +30% | +$41.3K | ﹤0.01% | 618 |
|
|
2018
Q3 | $165K | Sell |
4,274
-568
| -12% | -$21.9K | ﹤0.01% | 542 |
|
|
2018
Q2 | $224K | Buy |
4,842
+2,179
| +82% | +$101K | 0.01% | 405 |
|
|
2018
Q1 | $148K | Buy |
2,663
+421
| +19% | +$23.4K | 0.01% | 398 |
|
|
2017
Q4 | $115K | Hold |
2,242
| – | – | 0.01% | 409 |
|
|
2017
Q3 | $117K | Buy |
2,242
+66
| +3% | +$3.44K | 0.01% | 397 |
|
|
2017
Q2 | $90K | Buy |
2,176
+286
| +15% | +$11.8K | ﹤0.01% | 394 |
|
|
2017
Q1 | $74K | Buy |
1,890
+150
| +9% | +$5.87K | ﹤0.01% | 388 |
|
|
2016
Q4 | $56K | Buy |
1,740
+85
| +5% | +$2.74K | ﹤0.01% | 429 |
|
|
2016
Q3 | $50K | Buy |
1,655
+1,275
| +336% | +$38.5K | ﹤0.01% | 417 |
|
|
2016
Q2 | $9K | Buy |
380
+47
| +14% | +$1.11K | ﹤0.01% | 556 |
|
|
2016
Q1 | $7K | Buy |
+333
| New | +$7K | ﹤0.01% | 558 |
|
|
2014
Q1 | – | Sell |
-608
| Closed | -$11K | – | 151 |
|
|
2013
Q4 | $11K | Buy |
608
+31
| +5% | +$561 | ﹤0.01% | 395 |
|
|
2013
Q3 | $10K | Buy |
+577
| New | +$10K | ﹤0.01% | 318 |
|