IWA
Intercontinental Wealth Advisors’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.35M | Sell |
16,241
-3,329
| -17% | -$481K | 0.56% | 30 |
|
|
2023
Q1 | $2.4M | Sell |
19,570
-52
| -0.3% | -$6.39K | 0.61% | 28 |
|
|
2022
Q4 | $1.91M | Buy |
19,622
+191
| +1% | +$18.6K | 0.57% | 29 |
|
|
2022
Q3 | $1.59M | Buy |
19,431
+2,418
| +14% | +$198K | 0.5% | 35 |
|
|
2022
Q2 | $1.55M | Sell |
17,013
-76
| -0.4% | -$6.92K | 0.42% | 38 |
|
|
2022
Q1 | $2.25M | Buy |
17,089
+53
| +0.3% | +$6.98K | 0.51% | 25 |
|
|
2021
Q4 | $2.68M | Sell |
17,036
-5
| -0% | -$787 | 0.57% | 23 |
|
|
2021
Q3 | $2.19M | Sell |
17,041
-1,121
| -6% | -$144K | 0.51% | 27 |
|
|
2021
Q2 | $2.59M | Sell |
18,162
-63
| -0.3% | -$8.97K | 0.51% | 21 |
|
|
2021
Q1 | $2.44M | Sell |
18,225
-7,650
| -30% | -$1.02M | 0.53% | 23 |
|
|
2020
Q4 | $2.23M | Sell |
25,875
-8,101
| -24% | -$699K | 0.54% | 25 |
|
|
2020
Q3 | $2.02M | Buy |
33,976
+417
| +1% | +$24.8K | 0.59% | 22 |
|
|
2020
Q2 | $2.03M | Buy |
33,559
+5,564
| +20% | +$336K | 0.66% | 18 |
|
|
2020
Q1 | $1.28M | Buy |
+27,995
| New | +$1.28M | 0.68% | 26 |
|
|
2019
Q4 | – | Sell |
-504
| Closed | -$25K | – | 350 |
|
|
2019
Q3 | $25K | Buy |
504
+2
| +0.4% | +$99 | 0.02% | 261 |
|
|
2019
Q2 | $23K | Buy |
502
+2
| +0.4% | +$92 | 0.01% | 266 |
|
|
2019
Q1 | $20K | Hold |
500
| – | – | 0.01% | 307 |
|
|
2018
Q4 | $16K | Buy |
+500
| New | +$16K | 0.01% | 327 |
|
|
2016
Q2 | – | Sell |
-10,901
| Closed | -$231K | – | 122 |
|
|
2016
Q1 | $231K | Sell |
10,901
-362
| -3% | -$7.67K | 0.17% | 108 |
|
|
2015
Q4 | $210K | Buy |
+11,263
| New | +$210K | 0.14% | 119 |
|