Concurrent Investment Advisors’s Applied Materials AMAT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.12M | Sell |
11,603
-6,852
| -37% | -$1.25M | 0.04% | 416 |
|
2025
Q1 | $2.68M | Buy |
18,455
+9,291
| +101% | +$1.35M | 0.07% | 309 |
|
2024
Q4 | $1.49M | Sell |
9,164
-1,415
| -13% | -$230K | 0.04% | 393 |
|
2024
Q3 | $2.14M | Buy |
10,579
+3,329
| +46% | +$673K | 0.06% | 296 |
|
2024
Q2 | $1.71M | Buy |
7,250
+633
| +10% | +$149K | 0.06% | 309 |
|
2024
Q1 | $1.36M | Sell |
6,617
-5,038
| -43% | -$1.04M | 0.06% | 317 |
|
2023
Q4 | $1.89M | Buy |
+11,655
| New | +$1.89M | 0.09% | 235 |
|