Icon 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
$315K Sell
1,721
-187
-10% -$34.2K 0.02% 300
2025
Q1
$277K Buy
1,908
+84
+5% +$12.2K 0.02% 296
2024
Q4
$297K Buy
1,824
+196
+12% +$31.9K 0.02% 300
2024
Q3
$329K Hold
1,628
0.03% 278
2024
Q2
$345K Sell
1,628
-13
-0.8% -$2.76K 0.03% 261
2024
Q1
$338K Buy
1,641
+41
+3% +$8.46K 0.03% 261
2023
Q4
$259K Buy
+1,600
New +$259K 0.03% 285
2022
Q4
Sell
-1,600
Closed -$131K 328
2022
Q3
$131K Buy
+1,600
New +$131K 0.02% 355