Curi Wealth Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-91,137
| Closed | -$14.8M | – | 8 |
|
|
2023
Q4 | $14.8M | Sell |
91,137
-10,422
| -10% | -$1.69M | 2.04% | 12 |
|
|
2023
Q3 | $14.1M | Sell |
101,559
-6,272
| -6% | -$868K | 2.16% | 11 |
|
|
2023
Q2 | $15.6M | Sell |
107,831
-5,791
| -5% | -$837K | 2.11% | 10 |
|
|
2023
Q1 | $14M | Sell |
113,622
-23,488
| -17% | -$2.89M | 2.01% | 14 |
|
|
2022
Q4 | $13.4M | Sell |
137,110
-779
| -0.6% | -$75.9K | 1.87% | 15 |
|
|
2022
Q3 | $11.3M | Buy |
137,889
+17,327
| +14% | +$1.42M | 1.87% | 19 |
|
|
2022
Q2 | $11M | Sell |
120,562
-5,890
| -5% | -$536K | 2.11% | 16 |
|
|
2022
Q1 | $16.7M | Sell |
126,452
-21,642
| -15% | -$2.85M | 2.89% | 6 |
|
|
2021
Q4 | $23.3M | Buy |
+148,094
| New | +$23.3M | 4.02% | 3 |
|
|
2021
Q1 | – | Sell |
-366
| Closed | -$31K | – | 108 |
|
|
2020
Q4 | $31K | Buy |
+366
| New | +$31K | 0.02% | 176 |
|