FWP
Falcon Wealth Planning’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
5,804
+340
| +6% | +$62.2K | 0.11% | 67 |
|
|
2025
Q1 | $793K | Buy |
5,464
+11
| +0.2% | +$1.6K | 0.09% | 73 |
|
|
2024
Q4 | $887K | Sell |
5,453
-54
| -1% | -$8.78K | 0.1% | 67 |
|
|
2024
Q3 | $1.11M | Sell |
5,507
-22
| -0.4% | -$4.45K | 0.13% | 60 |
|
|
2024
Q2 | $1.3M | Buy |
5,529
+109
| +2% | +$25.7K | 0.17% | 52 |
|
|
2024
Q1 | $1.12M | Sell |
5,420
-1,081
| -17% | -$223K | 0.18% | 51 |
|
|
2023
Q4 | $1.05M | Buy |
6,501
+2,296
| +55% | +$372K | 0.18% | 49 |
|
|
2023
Q3 | $582K | Buy |
+4,205
| New | +$582K | 0.13% | 56 |
|