CWP
CFM Wealth Partners’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Sell |
14,716
-179
| -1% | -$32.8K | 0.43% | 48 |
|
|
2025
Q1 | $2.16M | Sell |
14,895
-125
| -0.8% | -$18.1K | 0.38% | 53 |
|
|
2024
Q4 | $2.44M | Hold |
15,020
| – | – | 0.41% | 52 |
|
|
2024
Q3 | $3.03M | Sell |
15,020
-8
| -0.1% | -$1.62K | 0.53% | 46 |
|
|
2024
Q2 | $3.55M | Sell |
15,028
-475
| -3% | -$112K | 0.65% | 38 |
|
|
2024
Q1 | $3.2M | Sell |
15,503
-436
| -3% | -$89.9K | 0.64% | 42 |
|
|
2023
Q4 | $2.58M | Sell |
15,939
-125
| -0.8% | -$20.3K | 0.58% | 48 |
|
|
2023
Q3 | $2.22M | Hold |
16,064
| – | – | 0.58% | 46 |
|
|
2023
Q2 | $2.32M | Sell |
16,064
-29
| -0.2% | -$4.19K | 0.56% | 48 |
|
|
2023
Q1 | $1.98M | Sell |
16,093
-58
| -0.4% | -$7.12K | 0.53% | 52 |
|
|
2022
Q4 | $1.57M | Hold |
16,151
| – | – | 0.47% | 59 |
|
|
2022
Q3 | $1.32M | Hold |
16,151
| – | – | 0.42% | 59 |
|
|
2022
Q2 | $1.47M | Sell |
16,151
-1,035
| -6% | -$94.1K | 0.44% | 60 |
|
|
2022
Q1 | $2.27M | Hold |
17,186
| – | – | 0.54% | 49 |
|
|
2021
Q4 | $2.75M | Hold |
17,186
| – | – | 0.61% | 47 |
|
|
2021
Q3 | $2.21M | Hold |
17,186
| – | – | 0.56% | 46 |
|
|
2021
Q2 | $2.45M | Hold |
17,186
| – | – | 0.65% | 42 |
|
|
2021
Q1 | $2.3M | Hold |
17,186
| – | – | 0.69% | 40 |
|
|
2020
Q4 | $1.48M | Sell |
17,186
-169
| -1% | -$14.6K | 0.47% | 53 |
|
|
2020
Q3 | $1.03M | Hold |
17,355
| – | – | 0.38% | 55 |
|
|
2020
Q2 | $1.05M | Sell |
17,355
-2,770
| -14% | -$167K | 0.4% | 54 |
|
|
2020
Q1 | $922K | Sell |
20,125
-32
| -0.2% | -$1.47K | 0.43% | 51 |
|
|
2019
Q4 | $1.27M | Buy |
+20,157
| New | +$1.27M | 0.47% | 47 |
|