JWCA
J.W. Coons Advisors’s Applied Materials AMAT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.7M | Buy |
31,158
+24,815
| +391% | +$4.54M | 1.29% | 15 |
|
2025
Q1 | $921K | Buy |
6,343
+1,084
| +21% | +$157K | 0.24% | 97 |
|
2024
Q4 | $855K | Buy |
5,259
+699
| +15% | +$114K | 0.22% | 105 |
|
2024
Q3 | $921K | Buy |
4,560
+95
| +2% | +$19.2K | 0.23% | 102 |
|
2024
Q2 | $1.05M | Buy |
4,465
+1,680
| +60% | +$396K | 0.25% | 86 |
|
2024
Q1 | $574K | Hold |
2,785
| – | – | 0.13% | 137 |
|
2023
Q4 | $451K | Hold |
2,785
| – | – | 0.12% | 148 |
|
2023
Q3 | $386K | Hold |
2,785
| – | – | 0.11% | 157 |
|
2023
Q2 | $403K | Hold |
2,785
| – | – | 0.11% | 161 |
|
2023
Q1 | $342K | Hold |
2,785
| – | – | 0.1% | 179 |
|
2022
Q4 | $271K | Hold |
2,785
| – | – | 0.08% | 198 |
|
2022
Q3 | $228K | Hold |
2,785
| – | – | 0.09% | 196 |
|
2022
Q2 | $254K | Buy |
2,785
+700
| +34% | +$63.8K | 0.09% | 204 |
|
2022
Q1 | $275K | Sell |
2,085
-100
| -5% | -$13.2K | 0.08% | 210 |
|
2021
Q4 | $343K | Hold |
2,185
| – | – | 0.1% | 181 |
|
2021
Q3 | $282K | Hold |
2,185
| – | – | 0.1% | 185 |
|
2021
Q2 | $311K | Hold |
2,185
| – | – | 0.11% | 169 |
|
2021
Q1 | $292K | Buy |
+2,185
| New | +$292K | 0.1% | 174 |
|