EP Wealth Advisors’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
62,557
-5,117
| -8% | -$937K | 0.08% | 171 |
|
|
2025
Q1 | $9.82M | Buy |
67,674
+3,305
| +5% | +$480K | 0.08% | 151 |
|
|
2024
Q4 | $10.5M | Sell |
64,369
-5,848
| -8% | -$951K | 0.09% | 137 |
|
|
2024
Q3 | $14.2M | Buy |
70,217
+11,365
| +19% | +$2.3M | 0.12% | 123 |
|
|
2024
Q2 | $13.9M | Buy |
58,852
+8,584
| +17% | +$2.03M | 0.15% | 103 |
|
|
2024
Q1 | $10.4M | Buy |
50,268
+2,366
| +5% | +$488K | 0.12% | 106 |
|
|
2023
Q4 | $7.76M | Buy |
47,902
+6,164
| +15% | +$999K | 0.1% | 125 |
|
|
2023
Q3 | $5.78M | Buy |
41,738
+5,950
| +17% | +$824K | 0.09% | 132 |
|
|
2023
Q2 | $5.95M | Hold |
35,788
| – | – | 0.09% | 134 |
|
|
2023
Q1 | $4.4M | Buy |
35,788
+17,260
| +93% | +$2.12M | 0.08% | 148 |
|
|
2022
Q4 | $1.8M | Buy |
18,528
+573
| +3% | +$55.8K | 0.03% | 227 |
|
|
2022
Q3 | $1.47M | Buy |
17,955
+12,710
| +242% | +$1.04M | 0.03% | 207 |
|
|
2022
Q2 | $477K | Sell |
5,245
-16
| -0.3% | -$1.46K | 0.01% | 381 |
|
|
2022
Q1 | $693K | Buy |
5,261
+632
| +14% | +$83.3K | 0.02% | 322 |
|
|
2021
Q4 | $728K | Buy |
4,629
+1,605
| +53% | +$252K | 0.02% | 296 |
|
|
2021
Q3 | $389K | Sell |
3,024
-474
| -14% | -$61K | 0.01% | 379 |
|
|
2021
Q2 | $498K | Sell |
3,498
-79
| -2% | -$11.2K | 0.01% | 339 |
|
|
2021
Q1 | $478K | Sell |
3,577
-1,445
| -29% | -$193K | 0.02% | 333 |
|
|
2020
Q4 | $433K | Buy |
5,022
+858
| +21% | +$74K | 0.02% | 293 |
|
|
2020
Q3 | $248K | Buy |
+4,164
| New | +$248K | 0.01% | 316 |
|
|
2020
Q1 | – | Sell |
-7,725
| Closed | -$472K | – | 366 |
|
|
2019
Q4 | $472K | Buy |
7,725
+2,697
| +54% | +$165K | 0.02% | 279 |
|
|
2019
Q3 | $251K | Buy |
+5,028
| New | +$251K | 0.01% | 306 |
|