CWP
Concord Wealth Partners’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
12,601
+1,376
| +12% | +$252K | 0.34% | 72 |
|
|
2025
Q1 | $1.63M | Sell |
11,225
-1,189
| -10% | -$173K | 0.27% | 89 |
|
|
2024
Q4 | $2.02M | Buy |
12,414
+1,144
| +10% | +$186K | 0.33% | 68 |
|
|
2024
Q3 | $2.28M | Buy |
11,270
+1,126
| +11% | +$227K | 0.38% | 60 |
|
|
2024
Q2 | $2.39M | Buy |
10,144
+980
| +11% | +$231K | 0.42% | 56 |
|
|
2024
Q1 | $1.89M | Buy |
9,164
+1,626
| +22% | +$335K | 0.34% | 71 |
|
|
2023
Q4 | $1.22M | Buy |
7,538
+4,205
| +126% | +$682K | 0.24% | 82 |
|
|
2023
Q3 | $462K | Buy |
3,333
+372
| +13% | +$51.5K | 0.1% | 127 |
|
|
2023
Q2 | $428K | Buy |
2,961
+1,190
| +67% | +$172K | 0.09% | 123 |
|
|
2023
Q1 | $218K | Sell |
1,771
-32
| -2% | -$3.93K | 0.06% | 152 |
|
|
2022
Q4 | $176K | Sell |
1,803
-956
| -35% | -$93.1K | 0.05% | 173 |
|
|
2022
Q3 | $226K | Buy |
2,759
+129
| +5% | +$10.6K | 0.07% | 145 |
|
|
2022
Q2 | $239K | Buy |
2,630
+551
| +27% | +$50.1K | 0.07% | 142 |
|
|
2022
Q1 | $274K | Sell |
2,079
-37
| -2% | -$4.88K | 0.07% | 144 |
|
|
2021
Q4 | $333K | Buy |
2,116
+1,289
| +156% | +$203K | 0.08% | 130 |
|
|
2021
Q3 | $106K | Sell |
827
-1,014
| -55% | -$130K | 0.04% | 129 |
|
|
2021
Q2 | $262K | Buy |
1,841
+168
| +10% | +$23.9K | 0.08% | 111 |
|
|
2021
Q1 | $224K | Buy |
1,673
+1,434
| +600% | +$192K | 0.08% | 118 |
|
|
2020
Q4 | $21K | Buy |
+239
| New | +$21K | 0.02% | 301 |
|