IWA
IBEX Wealth Advisors’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
+2,865
| New | +$525K | 0.06% | 147 |
|
|
2025
Q1 | – | Sell |
-2,858
| Closed | -$465K | – | 126 |
|
|
2024
Q4 | $465K | Buy |
+2,858
| New | +$465K | 0.05% | 152 |
|
|
2024
Q3 | – | Sell |
-2,882
| Closed | -$680K | – | 80 |
|
|
2024
Q2 | $680K | Sell |
2,882
-786
| -21% | -$185K | 0.11% | 84 |
|
|
2024
Q1 | $357K | Buy |
3,668
+3,665
| +122,167% | +$357K | 0.1% | 101 |
|
|
2023
Q4 | $437 | Sell |
3
-3,370
| -100% | -$491K | 0.1% | 89 |
|
|
2023
Q3 | $467K | Buy |
+3,373
| New | +$467K | 0.12% | 81 |
|
|
2023
Q1 | $374K | Sell |
3,047
-621
| -17% | -$76.2K | 0.1% | 94 |
|
|
2022
Q4 | $357K | Sell |
3,668
-20,173
| -85% | -$1.96M | 0.08% | 146 |
|
|
2022
Q3 | $1.95M | Sell |
23,841
-433
| -2% | -$35.5K | 0.51% | 67 |
|
|
2022
Q2 | $2.21M | Buy |
24,274
+270
| +1% | +$24.6K | 0.51% | 73 |
|
|
2022
Q1 | $3.16M | Buy |
24,004
+2,078
| +9% | +$274K | 0.61% | 57 |
|
|
2021
Q4 | $3.45M | Buy |
21,926
+1,529
| +7% | +$241K | 0.61% | 62 |
|
|
2021
Q3 | $2.63M | Buy |
20,397
+3,291
| +19% | +$424K | 0.51% | 78 |
|
|
2021
Q2 | $2.44M | Buy |
+17,106
| New | +$2.44M | 0.49% | 77 |
|
|
2018
Q3 | – | Sell |
-80,612
| Closed | -$4.26M | – | 90 |
|
|
2018
Q2 | $4.26M | Hold |
80,612
| – | – | 1.71% | 15 |
|
|
2018
Q1 | $4.26M | Buy |
80,612
+1,692
| +2% | +$89.5K | 1.73% | 15 |
|
|
2017
Q4 | $4.41M | Sell |
78,920
-3,273
| -4% | -$183K | 1.95% | 19 |
|
|
2017
Q3 | $4.33M | Sell |
82,193
-1,353
| -2% | -$71.3K | 1.6% | 16 |
|
|
2017
Q2 | $3.69M | Buy |
83,546
+7,728
| +10% | +$342K | 1.45% | 22 |
|
|
2017
Q1 | $2.91M | Buy |
75,818
+5,442
| +8% | +$209K | 1.79% | 24 |
|
|
2016
Q4 | $2.38M | Buy |
+70,376
| New | +$2.38M | 1.14% | 32 |
|