GWM
Gitterman Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,272
| Closed | -$330K | – | 341 |
|
|
2025
Q1 | $330K | Buy |
+2,272
| New | +$330K | 0.09% | 68 |
|
|
2024
Q4 | – | Sell |
-1,080
| Closed | -$218K | – | 131 |
|
|
2024
Q3 | $218K | Buy |
+1,080
| New | +$218K | 0.09% | 109 |
|
|
2022
Q1 | – | Sell |
-1,410
| Closed | -$221K | – | 98 |
|
|
2021
Q4 | $221K | Buy |
+1,410
| New | +$221K | 0.16% | 75 |
|
|
2021
Q3 | – | Sell |
-1,564
| Closed | -$223K | – | 79 |
|
|
2021
Q2 | $223K | Sell |
1,564
-444
| -22% | -$63.3K | 0.18% | 56 |
|
|
2021
Q1 | $268K | Buy |
+2,008
| New | +$268K | 0.17% | 48 |
|