JPWM
Jamison Private Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
60,942
+470
| +0.8% | +$86K | 1.6% | 18 |
|
|
2025
Q1 | $8.78M | Buy |
60,472
+294
| +0.5% | +$42.7K | 1.34% | 24 |
|
|
2024
Q4 | $9.79M | Buy |
60,178
+1,256
| +2% | +$204K | 1.44% | 20 |
|
|
2024
Q3 | $11.9M | Buy |
58,922
+1,262
| +2% | +$255K | 1.81% | 11 |
|
|
2024
Q2 | $13.6M | Sell |
57,660
-304
| -0.5% | -$71.7K | 2.26% | 8 |
|
|
2024
Q1 | $12M | Buy |
57,964
+122
| +0.2% | +$25.2K | 2.02% | 11 |
|
|
2023
Q4 | $9.37M | Sell |
57,842
-477
| -0.8% | -$77.3K | 1.76% | 13 |
|
|
2023
Q3 | $8.07M | Buy |
+58,319
| New | +$8.07M | 1.67% | 13 |
|