EWM
Evercore Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Sell |
24,262
-31,507
| -56% | -$5.77M | 0.07% | 109 |
|
|
2025
Q1 | $8.09M | Sell |
55,769
-118
| -0.2% | -$17.1K | 0.13% | 79 |
|
|
2024
Q4 | $9.09M | Sell |
55,887
-472
| -0.8% | -$76.8K | 0.14% | 77 |
|
|
2024
Q3 | $11.4M | Sell |
56,359
-925
| -2% | -$187K | 0.17% | 60 |
|
|
2024
Q2 | $13.5M | Sell |
57,284
-4,790
| -8% | -$1.13M | 0.21% | 55 |
|
|
2024
Q1 | $12.8M | Sell |
62,074
-1,155
| -2% | -$238K | 0.2% | 57 |
|
|
2023
Q4 | $10.2M | Sell |
63,229
-131
| -0.2% | -$21.2K | 0.17% | 63 |
|
|
2023
Q3 | $8.77M | Buy |
63,360
+1,327
| +2% | +$184K | 0.16% | 68 |
|
|
2023
Q2 | $8.97M | Sell |
62,033
-2,269
| -4% | -$328K | 0.16% | 69 |
|
|
2023
Q1 | $7.9M | Sell |
64,302
-4,926
| -7% | -$605K | 0.16% | 69 |
|
|
2022
Q4 | $6.74M | Buy |
69,228
+30,825
| +80% | +$3M | 0.14% | 76 |
|
|
2022
Q3 | $3.15M | Sell |
38,403
-11,520
| -23% | -$944K | 0.07% | 111 |
|
|
2022
Q2 | $4.54M | Sell |
49,923
-2,810
| -5% | -$256K | 0.1% | 93 |
|
|
2022
Q1 | $6.95M | Sell |
52,733
-5,770
| -10% | -$760K | 0.12% | 81 |
|
|
2021
Q4 | $9.21M | Hold |
58,503
| – | – | 0.15% | 71 |
|
|
2021
Q3 | $7.53M | Sell |
58,503
-3,878
| -6% | -$499K | 0.14% | 82 |
|
|
2021
Q2 | $8.88M | Sell |
62,381
-6,470
| -9% | -$921K | 0.16% | 72 |
|
|
2021
Q1 | $9.2M | Sell |
68,851
-429,022
| -86% | -$57.3M | 0.18% | 70 |
|
|
2020
Q4 | $43M | Buy |
497,873
+2,890
| +0.6% | +$249K | 0.93% | 38 |
|
|
2020
Q3 | $29.4M | Buy |
494,983
+18,758
| +4% | +$1.12M | 0.72% | 39 |
|
|
2020
Q2 | $28.8M | Buy |
476,225
+26,644
| +6% | +$1.61M | 0.77% | 38 |
|
|
2020
Q1 | $20.6M | Buy |
449,581
+38,945
| +9% | +$1.78M | 0.68% | 39 |
|
|
2019
Q4 | $25.1M | Buy |
410,636
+5,213
| +1% | +$318K | 0.68% | 39 |
|
|
2019
Q3 | $20.2M | Buy |
405,423
+30,936
| +8% | +$1.54M | 0.59% | 43 |
|
|
2019
Q2 | $16.8M | Buy |
374,487
+18,618
| +5% | +$836K | 0.51% | 47 |
|
|
2019
Q1 | $14.1M | Buy |
355,869
+90,298
| +34% | +$3.58M | 0.45% | 52 |
|
|
2018
Q4 | $8.7M | Sell |
265,571
-265,788
| -50% | -$8.7M | 0.33% | 60 |
|
|
2018
Q3 | $20.5M | Sell |
531,359
-86,175
| -14% | -$3.33M | 0.66% | 44 |
|
|
2018
Q2 | $28.5M | Buy |
617,534
+74,493
| +14% | +$3.44M | 0.97% | 36 |
|
|
2018
Q1 | $30.2M | Buy |
543,041
+527,266
| +3,342% | +$29.3M | 1.15% | 33 |
|
|
2017
Q4 | $806K | Hold |
15,775
| – | – | 0.03% | 206 |
|
|
2017
Q3 | $822K | Hold |
15,775
| – | – | 0.03% | 195 |
|
|
2017
Q2 | $652K | Sell |
15,775
-204
| -1% | -$8.43K | 0.03% | 222 |
|
|
2017
Q1 | $621K | Sell |
15,979
-2,075
| -11% | -$80.6K | 0.02% | 235 |
|
|
2016
Q4 | $583K | Sell |
18,054
-2,377
| -12% | -$76.8K | 0.02% | 241 |
|
|
2016
Q3 | $616K | Buy |
20,431
+2,345
| +13% | +$70.7K | 0.03% | 224 |
|
|
2016
Q2 | $433K | Sell |
18,086
-139
| -0.8% | -$3.33K | 0.02% | 257 |
|
|
2016
Q1 | $386K | Sell |
18,225
-800
| -4% | -$16.9K | 0.02% | 272 |
|
|
2015
Q4 | $355K | Sell |
19,025
-1,850
| -9% | -$34.5K | 0.02% | 296 |
|
|
2015
Q3 | $306K | Hold |
20,875
| – | – | 0.01% | 326 |
|
|
2015
Q2 | $401K | Hold |
20,875
| – | – | 0.02% | 301 |
|
|
2015
Q1 | $468K | Hold |
20,875
| – | – | 0.02% | 286 |
|
|
2014
Q4 | $518K | Hold |
20,875
| – | – | 0.03% | 230 |
|
|
2014
Q3 | $452K | Hold |
20,875
| – | – | 0.02% | 277 |
|
|
2014
Q2 | $469K | Buy |
20,875
+13,200
| +172% | +$297K | 0.02% | 273 |
|
|
2014
Q1 | $157K | Buy |
7,675
+3,000
| +64% | +$61.4K | 0.01% | 411 |
|
|
2013
Q4 | $83K | Sell |
4,675
-568
| -11% | -$10.1K | ﹤0.01% | 480 |
|
|
2013
Q3 | $94K | Sell |
5,243
-6
| -0.1% | -$108 | 0.01% | 495 |
|
|
2013
Q2 | $79K | Buy |
+5,249
| New | +$79K | ﹤0.01% | 513 |
|