EWA
EverSource Wealth Advisors’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
54,787
+1,820
| +3% | +$333K | 0.45% | 53 |
|
|
2025
Q1 | $7.69M | Buy |
52,967
+3,581
| +7% | +$520K | 0.42% | 58 |
|
|
2024
Q4 | $8.03M | Sell |
49,386
-22
| -0% | -$3.58K | 0.45% | 52 |
|
|
2024
Q3 | $9.98M | Buy |
49,408
+225
| +0.5% | +$45.5K | 0.63% | 37 |
|
|
2024
Q2 | $10.4M | Sell |
49,183
-845
| -2% | -$179K | 0.69% | 33 |
|
|
2024
Q1 | $9.94M | Buy |
50,028
+1,499
| +3% | +$298K | 0.78% | 27 |
|
|
2023
Q4 | $7.87M | Buy |
48,529
+1,547
| +3% | +$251K | 0.72% | 29 |
|
|
2023
Q3 | $6.5M | Buy |
46,982
+4,875
| +12% | +$675K | 0.69% | 35 |
|
|
2023
Q2 | $6.09M | Buy |
42,107
+4,355
| +12% | +$629K | 0.67% | 36 |
|
|
2023
Q1 | $4.64M | Buy |
37,752
+276
| +0.7% | +$33.9K | 0.58% | 38 |
|
|
2022
Q4 | $3.65M | Buy |
37,476
+34,844
| +1,324% | +$3.39M | 0.55% | 41 |
|
|
2022
Q3 | $215K | Buy |
2,632
+40
| +2% | +$3.27K | 0.05% | 287 |
|
|
2022
Q2 | $236K | Sell |
2,592
-567
| -18% | -$51.6K | 0.06% | 240 |
|
|
2022
Q1 | $416K | Buy |
3,159
+26
| +0.8% | +$3.42K | 0.11% | 174 |
|
|
2021
Q4 | $494K | Buy |
+3,133
| New | +$494K | 0.14% | 117 |
|