Heritage Financial Services’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
$930K Buy
2025
Q2
$825K Sell
2025
Q1
$655K Hold
2024
Q4
$734K Hold
2024
Q3
$912K Sell
2024
Q2
$1.17M Hold
2024
Q1
$1.02M Buy
2023
Q4
$804K Buy
2023
Q3
$596K Hold
2023
Q2
$623K Sell
2023
Q1
$554K Buy
2022
Q4
$420K Buy
2022
Q3
$342K Hold
2022
Q2
$380K Hold
2022
Q1
$551K Sell
2021
Q4
$672K Buy