EFS
Essex Financial Services’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811K | Buy |
4,429
+388
| +10% | +$71K | 0.05% | 304 |
|
|
2025
Q1 | $586K | Buy |
4,041
+147
| +4% | +$21.3K | 0.04% | 343 |
|
|
2024
Q4 | $633K | Buy |
3,894
+101
| +3% | +$16.4K | 0.04% | 329 |
|
|
2024
Q3 | $694K | Sell |
3,793
-80
| -2% | -$14.6K | 0.05% | 312 |
|
|
2024
Q2 | $738K | Buy |
3,873
+869
| +29% | +$166K | 0.05% | 295 |
|
|
2024
Q1 | $620K | Buy |
3,004
+560
| +23% | +$115K | 0.06% | 288 |
|
|
2023
Q4 | $396K | Buy |
2,444
+177
| +8% | +$28.7K | 0.04% | 347 |
|
|
2023
Q3 | $314K | Hold |
2,267
| – | – | 0.04% | 364 |
|
|
2023
Q2 | $328K | Sell |
2,267
-1,554
| -41% | -$225K | 0.04% | 348 |
|
|
2023
Q1 | $469K | Buy |
3,821
+12
| +0.3% | +$1.47K | 0.05% | 298 |
|
|
2022
Q4 | $370K | Sell |
3,809
-634
| -14% | -$61.6K | 0.04% | 332 |
|
|
2022
Q3 | $364K | Buy |
4,443
+514
| +13% | +$42.1K | 0.04% | 307 |
|
|
2022
Q2 | $358K | Sell |
3,929
-512
| -12% | -$46.7K | 0.04% | 323 |
|
|
2022
Q1 | $585K | Sell |
4,441
-1,327
| -23% | -$175K | 0.06% | 266 |
|
|
2021
Q4 | $908K | Sell |
5,768
-24
| -0.4% | -$3.78K | 0.09% | 211 |
|
|
2021
Q3 | $746K | Buy |
5,792
+3,766
| +186% | +$485K | 0.09% | 220 |
|
|
2021
Q2 | $271K | Hold |
2,026
| – | – | 0.04% | 344 |
|
|
2021
Q1 | $271K | Buy |
+2,026
| New | +$271K | 0.05% | 280 |
|