CWM
Congress Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Buy |
90,939
+22,481
| +33% | +$4.11M | 0.16% | 155 |
|
|
2025
Q1 | $9.95M | Buy |
68,458
+9,354
| +16% | +$1.36M | 0.12% | 201 |
|
|
2024
Q4 | $9.61M | Sell |
59,104
-27,250
| -32% | -$4.43M | 0.13% | 204 |
|
|
2024
Q3 | $17.4M | Buy |
86,354
+22,514
| +35% | +$4.55M | 0.23% | 125 |
|
|
2024
Q2 | $15.1M | Buy |
63,840
+28,825
| +82% | +$6.8M | 0.24% | 119 |
|
|
2024
Q1 | $7.22M | Buy |
35,015
+1,040
| +3% | +$214K | 0.12% | 192 |
|
|
2023
Q4 | $5.51M | Sell |
33,975
-12,904
| -28% | -$2.09M | 0.1% | 213 |
|
|
2023
Q3 | $6.49M | Sell |
46,879
-22
| -0% | -$3.05K | 0.13% | 184 |
|
|
2023
Q2 | $6.78M | Sell |
46,901
-3,942
| -8% | -$570K | 0.16% | 162 |
|
|
2023
Q1 | $6.25M | Buy |
50,843
+3,730
| +8% | +$458K | 0.15% | 166 |
|
|
2022
Q4 | $4.59M | Buy |
47,113
+1,000
| +2% | +$97.4K | 0.12% | 188 |
|
|
2022
Q3 | $3.78M | Buy |
46,113
+421
| +0.9% | +$34.5K | 0.1% | 203 |
|
|
2022
Q2 | $4.16M | Sell |
45,692
-475
| -1% | -$43.2K | 0.11% | 205 |
|
|
2022
Q1 | $6.09M | Buy |
46,167
+7,773
| +20% | +$1.02M | 0.13% | 183 |
|
|
2021
Q4 | $6.04M | Buy |
+38,394
| New | +$6.04M | 0.12% | 196 |
|