Heartwood Wealth Advisors’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $382K | Hold |
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|
2025
Q2 | $342K | Hold |
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|
2025
Q1 | $271K | Sell |
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|
2024
Q4 | $309K | Hold |
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|
2024
Q3 | $385K | Sell |
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|
2024
Q2 | $488K | Sell |
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|
2024
Q1 | $464K | Hold |
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|
2023
Q4 | $364K | Hold |
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|
2023
Q3 | $311K | Hold |
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|
2023
Q2 | $325K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $217K | Buy |
|