Congress Wealth Management’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$16.6M	Buy	90,939 +22,481	+33%	+$3.56M	0.16%	155
2025 Q1	$9.95M	Buy	68,458 +9,354	+16%	+$1.57M	0.12%	201
2024 Q4	$9.61M	Sell	59,104 -27,250	-32%	-$4.94M	0.13%	204
2024 Q3	$17.4M	Buy	86,354 +22,514	+35%	+$4.62M	0.23%	125
2024 Q2	$15.1M	Buy	63,840 +28,825	+82%	+$6.19M	0.24%	119
2024 Q1	$7.22M	Buy	35,015 +1,040	+3%	+$191K	0.12%	192
2023 Q4	$5.51M	Sell	33,975 -12,904	-28%	-$1.9M	0.1%	213
2023 Q3	$6.49M	Sell	46,879 -22	-0%	-$3.15K	0.13%	184
2023 Q2	$6.78M	Sell	46,901 -3,942	-8%	-$493K	0.16%	162
2023 Q1	$6.25M	Buy	50,843 +3,730	+8%	+$428K	0.15%	166
2022 Q4	$4.59M	Buy	47,113 +1,000	+2%	+$96K	0.12%	188
2022 Q3	$3.78M	Buy	46,113 +421	+0.9%	+$40.6K	0.1%	203
2022 Q2	$4.16M	Sell	45,692 -475	-1%	-$52.1K	0.11%	205
2022 Q1	$6.08M	Buy	46,167 +7,773	+20%	+$1.07M	0.13%	183
2021 Q4	$6.04M	Buy	+38,394	New	+$5.56M	0.12%	197