Heartwood Wealth Advisors’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Hold |
1,868
| – | – | 0.04% | 136 |
|
|
2025
Q1 | $271K | Sell |
1,868
-35
| -2% | -$5.08K | 0.03% | 151 |
|
|
2024
Q4 | $309K | Hold |
1,903
| – | – | 0.03% | 130 |
|
|
2024
Q3 | $385K | Sell |
1,903
-165
| -8% | -$33.3K | 0.04% | 112 |
|
|
2024
Q2 | $488K | Sell |
2,068
-180
| -8% | -$42.5K | 0.06% | 98 |
|
|
2024
Q1 | $464K | Hold |
2,248
| – | – | 0.06% | 91 |
|
|
2023
Q4 | $364K | Hold |
2,248
| – | – | 0.05% | 99 |
|
|
2023
Q3 | $311K | Hold |
2,248
| – | – | 0.05% | 102 |
|
|
2023
Q2 | $325K | Buy |
+2,248
| New | +$325K | 0.05% | 105 |
|
|
2022
Q1 | – | Sell |
-1,380
| Closed | -$217K | – | 120 |
|
|
2021
Q4 | $217K | Buy |
+1,380
| New | +$217K | 0.03% | 100 |
|