Institutional & Family Asset Management’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$421K Hold
1,786
0.06% 120
2024
Q1
$368K Sell
1,786
-45
-2% -$8.26K 0.06% 124
2023
Q4
$297K Sell
1,831
-12
-0.7% -$1.76K 0.05% 128
2023
Q3
$255K Sell
1,843
-2
-0.1% -$287 0.04% 129
2023
Q2
$267K Sell
1,845
-2
-0.1% -$250 0.04% 131
2023
Q1
$227K Buy
1,847
+17
+0.9% +$1.95K 0.04% 136
2022
Q4
$178K Hold
1,830
0.03% 144
2022
Q3
$150K Hold
1,830
0.03% 149
2022
Q2
$166K Hold
1,830
0.03% 147
2022
Q1
$241K Hold
1,830
0.04% 145
2021
Q4
$288K Hold
1,830
0.04% 139
2021
Q3
$236K Sell
1,830
-68
-4% -$9.23K 0.04% 161
2021
Q2
$270K Hold
1,898
0.04% 149
2021
Q1
$254K Buy
1,898
+44
+2% +$4.85K 0.05% 158
2020
Q4
$160K Sell
1,854
-85
-4% -$6.28K 0.03% 202
2020
Q3
$115K Sell
1,939
-4
-0.2% -$247 0.03% 217
2020
Q2
$117K Hold
1,943
0.02% 219
2020
Q1
$89K Buy
1,943
+77
+4% +$4.42K 0.02% 218
2019
Q4
$114K Hold
1,866
0.02% 214
2019
Q3
$93K Hold
1,866
0.02% 225
2019
Q2
$84K Hold
1,866
0.02% 249
2019
Q1
$74K Buy
1,866
+262
+16% +$9.95K 0.02% 276
2018
Q4
$53K Sell
1,604
-139
-8% -$4.76K 0.01% 312
2018
Q3
$67K Buy
1,743
+139
+9% +$6.15K 0.01% 325
2018
Q2
$74K Hold
1,604
0.02% 314
2018
Q1
$89K Buy
+1,604
New +$89.3K 0.02% 262

Other funds holding AMAT

Institutional & Family Asset Management's AMAT Position: Q2 2024 in Review

Institutional & Family Asset Management held its Applied Materials (AMAT) position steady in Q2 2024 at 1,786 shares worth $421K. The position accounts for 0.06% of the portfolio, ranked #120.

Institutional & Family Asset Management first reported a position in AMAT in Q1 2018 and has held it in 26 quarters since. 2,273 funds tracked by Wall St. Rank hold AMAT as of Q2 2024.

  • Institutional & Family Asset Management held 1,786 shares of Applied Materials worth $421K as of Q2 2024.
  • Institutional & Family Asset Management left its Applied Materials share count unchanged in Q2 2024.
  • Applied Materials made up 0.06% of Institutional & Family Asset Management's portfolio in Q2 2024, its #120 holding.
  • Institutional & Family Asset Management first reported a position in Applied Materials in Q1 2018 and has held it in 26 quarters since.
  • 2,273 funds tracked by Wall St. Rank held Applied Materials as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.