JWM
JGP Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Sell |
2,831
-85
| -3% | -$15.6K | 0.06% | 129 |
|
|
2025
Q1 | $423K | Buy |
2,916
+95
| +3% | +$13.8K | 0.06% | 137 |
|
|
2024
Q4 | $459K | Buy |
2,821
+73
| +3% | +$11.9K | 0.06% | 135 |
|
|
2024
Q3 | $555K | Buy |
2,748
+251
| +10% | +$50.7K | 0.07% | 121 |
|
|
2024
Q2 | $589K | Buy |
2,497
+93
| +4% | +$21.9K | 0.08% | 116 |
|
|
2024
Q1 | $496K | Sell |
2,404
-86
| -3% | -$17.7K | 0.07% | 121 |
|
|
2023
Q4 | $404K | Buy |
2,490
+89
| +4% | +$14.4K | 0.06% | 128 |
|
|
2023
Q3 | $332K | Buy |
2,401
+57
| +2% | +$7.89K | 0.06% | 129 |
|
|
2023
Q2 | $339K | Sell |
2,344
-67
| -3% | -$9.68K | 0.06% | 125 |
|
|
2023
Q1 | $296K | Sell |
2,411
-22
| -0.9% | -$2.7K | 0.05% | 123 |
|
|
2022
Q4 | $237K | Buy |
+2,433
| New | +$237K | 0.04% | 135 |
|
|
2022
Q3 | – | Sell |
-2,365
| Closed | -$205K | – | 143 |
|
|
2022
Q2 | $205K | Buy |
2,365
+30
| +1% | +$2.6K | 0.04% | 141 |
|
|
2022
Q1 | $280K | Buy |
2,335
+34
| +1% | +$4.08K | 0.05% | 137 |
|
|
2021
Q4 | $354K | Buy |
2,301
+24
| +1% | +$3.69K | 0.07% | 123 |
|
|
2021
Q3 | $293K | Hold |
2,277
| – | – | 0.06% | 131 |
|
|
2021
Q2 | $324K | Buy |
2,277
+77
| +4% | +$11K | 0.07% | 126 |
|
|
2021
Q1 | $294K | Hold |
2,200
| – | – | 0.07% | 127 |
|
|
2020
Q4 | $227K | Buy |
+2,200
| New | +$227K | 0.05% | 136 |
|