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