Heritage Financial Services’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 | $825K | Sell |
4,505
-9
| -0.2% | -$1.65K | 0.08% | 48 |
|
|
2025
Q1 | $655K | Hold |
4,514
| – | – | 0.06% | 55 |
|
|
2024
Q4 | $734K | Hold |
4,514
| – | – | 0.1% | 47 |
|
|
2024
Q3 | $912K | Sell |
4,514
-452
| -9% | -$91.3K | 0.12% | 42 |
|
|
2024
Q2 | $1.17M | Hold |
4,966
| – | – | 0.17% | 36 |
|
|
2024
Q1 | $1.02M | Buy |
4,966
+7
| +0.1% | +$1.44K | 0.15% | 37 |
|
|
2023
Q4 | $804K | Buy |
4,959
+651
| +15% | +$106K | 0.14% | 45 |
|
|
2023
Q3 | $596K | Hold |
4,308
| – | – | 0.12% | 41 |
|
|
2023
Q2 | $623K | Sell |
4,308
-200
| -4% | -$28.9K | 0.12% | 40 |
|
|
2023
Q1 | $554K | Buy |
4,508
+191
| +4% | +$23.5K | 0.12% | 39 |
|
|
2022
Q4 | $420K | Buy |
4,317
+136
| +3% | +$13.2K | 0.11% | 52 |
|
|
2022
Q3 | $342K | Hold |
4,181
| – | – | 0.21% | 43 |
|
|
2022
Q2 | $380K | Hold |
4,181
| – | – | 0.21% | 40 |
|
|
2022
Q1 | $551K | Sell |
4,181
-95
| -2% | -$12.5K | 0.36% | 38 |
|
|
2021
Q4 | $672K | Buy |
+4,276
| New | +$672K | 0.53% | 31 |
|