CWM
Centric Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
1,423
-226
| -14% | -$41.8K | 0.06% | 158 |
|
|
2025
Q1 | $239K | Buy |
1,649
+1
| +0.1% | +$145 | 0.06% | 152 |
|
|
2024
Q4 | $268K | Sell |
1,648
-17,465
| -91% | -$2.84M | 0.07% | 149 |
|
|
2024
Q3 | $3.58M | Buy |
19,113
+574
| +3% | +$108K | 0.95% | 28 |
|
|
2024
Q2 | $3.83M | Buy |
18,539
+1,080
| +6% | +$223K | 1.1% | 28 |
|
|
2024
Q1 | $3.47M | Buy |
17,459
+16,289
| +1,392% | +$3.24M | 1.1% | 24 |
|
|
2023
Q4 | $200K | Buy |
+1,170
| New | +$200K | 0.07% | 151 |
|