CWA
Consilio Wealth Advisors’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
+1,302
| New | +$239K | 0.09% | 74 |
|
|
2024
Q4 | – | Sell |
-1,088
| Closed | -$220K | – | 72 |
|
|
2024
Q3 | $220K | Buy |
1,088
+93
| +9% | +$18.8K | 0.09% | 62 |
|
|
2024
Q2 | $235K | Buy |
995
+16
| +2% | +$3.77K | 0.11% | 56 |
|
|
2024
Q1 | $202K | Buy |
+979
| New | +$202K | 0.09% | 61 |
|