Icon Wealth Partners’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $222K | Hold |
1,600
| – | – | 0.03% | 269 |
|
2023
Q2 | $231K | Hold |
1,600
| – | – | 0.02% | 295 |
|
2023
Q1 | $197K | Buy |
+1,600
| New | +$197K | 0.02% | 320 |
|
2022
Q2 | – | Sell |
-1,600
| Closed | -$211K | – | 299 |
|
2022
Q1 | $211K | Hold |
1,600
| – | – | 0.02% | 312 |
|
2021
Q4 | $252K | Hold |
1,600
| – | – | 0.03% | 286 |
|
2021
Q3 | $206K | Hold |
1,600
| – | – | 0.02% | 327 |
|
2021
Q2 | $228K | Sell |
1,600
-275
| -15% | -$39.2K | 0.02% | 330 |
|
2021
Q1 | $251K | Buy |
+1,875
| New | +$251K | 0.03% | 293 |
|
2020
Q3 | – | Sell |
-5,593
| Closed | -$338K | – | 252 |
|
2020
Q2 | $338K | Buy |
+5,593
| New | +$338K | 0.08% | 173 |
|