IWM
Integris Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
+1,323
| New | +$242K | 0.06% | 101 |
|
|
2025
Q1 | – | Sell |
-1,436
| Closed | -$234K | – | 104 |
|
|
2024
Q4 | $234K | Buy |
1,436
+198
| +16% | +$32.2K | 0.07% | 95 |
|
|
2024
Q3 | $250K | Sell |
1,238
-72
| -5% | -$14.5K | 0.07% | 90 |
|
|
2024
Q2 | $309K | Hold |
1,310
| – | – | 0.09% | 71 |
|
|
2024
Q1 | $270K | Sell |
1,310
-120
| -8% | -$24.7K | 0.07% | 82 |
|
|
2023
Q4 | $232K | Sell |
1,430
-75
| -5% | -$12.2K | 0.07% | 86 |
|
|
2023
Q3 | $208K | Hold |
1,505
| – | – | 0.07% | 84 |
|
|
2023
Q2 | $218K | Buy |
+1,505
| New | +$218K | 0.08% | 80 |
|