EWM
Evermay Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Sell |
2,984
-85
| -3% | -$15.6K | 0.07% | 120 |
|
|
2025
Q1 | $445K | Sell |
3,069
-173
| -5% | -$25.1K | 0.06% | 130 |
|
|
2024
Q4 | $527K | Sell |
3,242
-899
| -22% | -$146K | 0.08% | 121 |
|
|
2024
Q3 | $837K | Buy |
4,141
+101
| +3% | +$20.4K | 0.13% | 91 |
|
|
2024
Q2 | $953K | Hold |
4,040
| – | – | 0.15% | 83 |
|
|
2024
Q1 | $833K | Sell |
4,040
-7
| -0.2% | -$1.44K | 0.13% | 88 |
|
|
2023
Q4 | $656K | Sell |
4,047
-243
| -6% | -$39.4K | 0.12% | 88 |
|
|
2023
Q3 | $594K | Buy |
4,290
+7
| +0.2% | +$969 | 0.12% | 86 |
|
|
2023
Q2 | $619K | Buy |
4,283
+14
| +0.3% | +$2.02K | 0.12% | 86 |
|
|
2023
Q1 | $524K | Sell |
4,269
-500
| -10% | -$61.4K | 0.11% | 96 |
|
|
2022
Q4 | $464K | Buy |
4,769
+500
| +12% | +$48.7K | 0.09% | 103 |
|
|
2022
Q3 | $350K | Hold |
4,269
| – | – | 0.07% | 120 |
|
|
2022
Q2 | $388K | Hold |
4,269
| – | – | 0.08% | 110 |
|
|
2022
Q1 | $563K | Sell |
4,269
-720
| -14% | -$95K | 0.09% | 95 |
|
|
2021
Q4 | $785K | Hold |
4,989
| – | – | 0.14% | 58 |
|
|
2021
Q3 | $642K | Hold |
4,989
| – | – | 0.12% | 65 |
|
|
2021
Q2 | $710K | Hold |
4,989
| – | – | 0.13% | 69 |
|
|
2021
Q1 | $667K | Sell |
4,989
-740
| -13% | -$98.9K | 0.13% | 69 |
|
|
2020
Q4 | $494K | Sell |
5,729
-80
| -1% | -$6.9K | 0.11% | 88 |
|
|
2020
Q3 | $345K | Hold |
5,809
| – | – | 0.08% | 107 |
|
|
2020
Q2 | $351K | Sell |
5,809
-300
| -5% | -$18.1K | 0.09% | 101 |
|
|
2020
Q1 | $280K | Sell |
6,109
-300
| -5% | -$13.8K | 0.09% | 110 |
|
|
2019
Q4 | $391K | Sell |
6,409
-100
| -2% | -$6.1K | 0.1% | 103 |
|
|
2019
Q3 | $325K | Buy |
6,509
+100
| +2% | +$4.99K | 0.09% | 106 |
|
|
2019
Q2 | $288K | Hold |
6,409
| – | – | 0.08% | 116 |
|
|
2019
Q1 | $254K | Buy |
6,409
+250
| +4% | +$9.91K | 0.07% | 126 |
|
|
2018
Q4 | $202K | Sell |
6,159
-1,215
| -16% | -$39.8K | 0.07% | 127 |
|
|
2018
Q3 | $285K | Sell |
7,374
-4,070
| -36% | -$157K | 0.09% | 113 |
|
|
2018
Q2 | $529K | Sell |
11,444
-900
| -7% | -$41.6K | 0.18% | 63 |
|
|
2018
Q1 | $686K | Buy |
12,344
+3,560
| +41% | +$198K | 0.24% | 54 |
|
|
2017
Q4 | $449K | Buy |
+8,784
| New | +$449K | 0.16% | 70 |
|