EWA
Encompass Wealth Advisors’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
1,601
+53
| +3% | +$9.7K | 0.11% | 86 |
|
|
2025
Q1 | $225K | Hold |
1,548
| – | – | 0.09% | 91 |
|
|
2024
Q4 | $252K | Sell |
1,548
-7,500
| -83% | -$1.22M | 0.1% | 89 |
|
|
2024
Q3 | $1.83M | Hold |
9,048
| – | – | 0.46% | 45 |
|
|
2024
Q2 | $2.14M | Hold |
9,048
| – | – | 0.57% | 35 |
|
|
2024
Q1 | $1.87M | Sell |
9,048
-100
| -1% | -$20.6K | 0.5% | 39 |
|
|
2023
Q4 | $1.48M | Buy |
9,148
+900
| +11% | +$146K | 0.44% | 47 |
|
|
2023
Q3 | $1.14M | Sell |
8,248
-100
| -1% | -$13.8K | 0.38% | 51 |
|
|
2023
Q2 | $1.21M | Hold |
8,348
| – | – | 0.39% | 48 |
|
|
2023
Q1 | $1.03M | Hold |
8,348
| – | – | 0.35% | 54 |
|
|
2022
Q4 | $813K | Sell |
8,348
-200
| -2% | -$19.5K | 0.3% | 64 |
|
|
2022
Q3 | $700K | Buy |
8,548
+3,500
| +69% | +$287K | 0.27% | 67 |
|
|
2022
Q2 | $459K | Hold |
5,048
| – | – | 0.16% | 113 |
|
|
2022
Q1 | $665K | Hold |
5,048
| – | – | 0.17% | 104 |
|
|
2021
Q4 | $794K | Sell |
5,048
-199
| -4% | -$31.3K | 0.19% | 86 |
|
|
2021
Q3 | $675K | Hold |
5,247
| – | – | 0.18% | 103 |
|
|
2021
Q2 | $747K | Hold |
5,247
| – | – | 0.18% | 98 |
|
|
2021
Q1 | $675K | Buy |
5,247
+2,247
| +75% | +$289K | 0.17% | 106 |
|
|
2020
Q4 | $259K | Buy |
+3,000
| New | +$259K | 0.15% | 90 |
|