Heritage 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 | $890K | Hold |
4,861
| – | – | 0.04% | 92 |
|
|
2025
Q1 | $705K | Sell |
4,861
-375
| -7% | -$54.4K | 0.04% | 99 |
|
|
2024
Q4 | $852K | Sell |
5,236
-30
| -0.6% | -$4.88K | 0.04% | 92 |
|
|
2024
Q3 | $1.06M | Buy |
5,266
+60
| +1% | +$12.1K | 0.05% | 86 |
|
|
2024
Q2 | $1.23M | Hold |
5,206
| – | – | 0.06% | 74 |
|
|
2024
Q1 | $1.07M | Buy |
5,206
+43
| +0.8% | +$8.87K | 0.05% | 85 |
|
|
2023
Q4 | $837K | Hold |
5,163
| – | – | 0.04% | 100 |
|
|
2023
Q3 | $715K | Sell |
5,163
-84
| -2% | -$11.6K | 0.04% | 102 |
|
|
2023
Q2 | $758K | Buy |
5,247
+84
| +2% | +$12.1K | 0.04% | 101 |
|
|
2023
Q1 | $634K | Hold |
5,163
| – | – | 0.04% | 109 |
|
|
2022
Q4 | $503K | Sell |
5,163
-305
| -6% | -$29.7K | 0.03% | 129 |
|
|
2022
Q3 | $448K | Sell |
5,468
-377
| -6% | -$30.9K | 0.03% | 128 |
|
|
2022
Q2 | $532K | Sell |
5,845
-318
| -5% | -$28.9K | 0.04% | 124 |
|
|
2022
Q1 | $812K | Sell |
6,163
-10,999
| -64% | -$1.45M | 0.04% | 95 |
|
|
2021
Q4 | $2.7M | Hold |
17,162
| – | – | 0.15% | 52 |
|
|
2021
Q3 | $2.21M | Sell |
17,162
-10
| -0.1% | -$1.29K | 0.14% | 53 |
|
|
2021
Q2 | $2.45M | Hold |
17,172
| – | – | 0.15% | 54 |
|
|
2021
Q1 | $2.29M | Hold |
17,172
| – | – | 0.14% | 52 |
|
|
2020
Q4 | $1.48M | Buy |
17,172
+12,009
| +233% | +$1.04M | 0.09% | 71 |
|
|
2020
Q3 | $307K | Hold |
5,163
| – | – | 0.04% | 124 |
|
|
2020
Q2 | $312K | Hold |
5,163
| – | – | 0.04% | 116 |
|
|
2020
Q1 | $237K | Sell |
5,163
-29
| -0.6% | -$1.33K | 0.04% | 119 |
|
|
2019
Q4 | $317K | Buy |
5,192
+29
| +0.6% | +$1.77K | 0.04% | 134 |
|
|
2019
Q3 | $257K | Buy |
5,163
+1,500
| +41% | +$74.7K | 0.04% | 135 |
|
|
2019
Q2 | $165K | Hold |
3,663
| – | – | 0.03% | 156 |
|
|
2019
Q1 | $145K | Hold |
3,663
| – | – | 0.02% | 151 |
|
|
2018
Q4 | $119K | Hold |
3,663
| – | – | 0.02% | 149 |
|
|
2018
Q3 | $141K | Buy |
+3,663
| New | +$141K | 0.03% | 137 |
|
|
2018
Q2 | – | Sell |
-3,663
| Closed | -$204K | – | 116 |
|
|
2018
Q1 | $204K | Buy |
+3,663
| New | +$204K | 0.08% | 109 |
|