JFA
JNBA Financial Advisors’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Hold |
14,589
| – | – | 0.26% | 54 |
|
|
2025
Q1 | $2.12M | Sell |
14,589
-265
| -2% | -$38.5K | 0.22% | 55 |
|
|
2024
Q4 | $2.42M | Sell |
14,854
-135
| -0.9% | -$22K | 0.25% | 51 |
|
|
2024
Q3 | $3.03M | Sell |
14,989
-545
| -4% | -$110K | 0.31% | 46 |
|
|
2024
Q2 | $3.67M | Sell |
15,534
-750
| -5% | -$177K | 0.39% | 43 |
|
|
2024
Q1 | $3.36M | Sell |
16,284
-352
| -2% | -$72.6K | 0.35% | 48 |
|
|
2023
Q4 | $2.7M | Sell |
16,636
-932
| -5% | -$151K | 0.31% | 54 |
|
|
2023
Q3 | $2.43M | Sell |
17,568
-889
| -5% | -$123K | 0.3% | 56 |
|
|
2023
Q2 | $2.67M | Sell |
18,457
-75
| -0.4% | -$10.8K | 0.32% | 56 |
|
|
2023
Q1 | $2.28M | Sell |
18,532
-300
| -2% | -$36.8K | 0.3% | 61 |
|
|
2022
Q4 | $1.83M | Sell |
18,832
-349
| -2% | -$34K | 0.25% | 64 |
|
|
2022
Q3 | $1.57M | Sell |
19,181
-13
| -0.1% | -$1.07K | 0.24% | 65 |
|
|
2022
Q2 | $1.75M | Sell |
19,194
-250
| -1% | -$22.7K | 0.26% | 59 |
|
|
2022
Q1 | $2.56M | Sell |
19,444
-2,204
| -10% | -$291K | 0.34% | 54 |
|
|
2021
Q4 | $3.41M | Sell |
21,648
-480
| -2% | -$75.5K | 0.42% | 47 |
|
|
2021
Q3 | $2.85M | Sell |
22,128
-129
| -0.6% | -$16.6K | 0.38% | 53 |
|
|
2021
Q2 | $3.17M | Sell |
22,257
-105
| -0.5% | -$15K | 0.43% | 51 |
|
|
2021
Q1 | $2.99M | Sell |
22,362
-435
| -2% | -$58.1K | 0.43% | 51 |
|
|
2020
Q4 | $1.97M | Sell |
22,797
-614
| -3% | -$53K | 0.32% | 57 |
|
|
2020
Q3 | $1.39M | Hold |
23,411
| – | – | 0.28% | 63 |
|
|
2020
Q2 | $1.42M | Hold |
23,411
| – | – | 0.3% | 56 |
|
|
2020
Q1 | $1.07M | Hold |
23,411
| – | – | 0.26% | 61 |
|
|
2019
Q4 | $1.43M | Sell |
23,411
-188
| -0.8% | -$11.5K | 0.27% | 54 |
|
|
2019
Q3 | $1.18M | Sell |
23,599
-471
| -2% | -$23.5K | 0.24% | 59 |
|
|
2019
Q2 | $1.08M | Buy |
24,070
+200
| +0.8% | +$8.98K | 0.22% | 67 |
|
|
2019
Q1 | $947K | Hold |
23,870
| – | – | 0.2% | 68 |
|
|
2018
Q4 | $782K | Buy |
23,870
+16,255
| +213% | +$533K | 0.18% | 69 |
|
|
2018
Q3 | $294K | Sell |
7,615
-16,505
| -68% | -$637K | 0.13% | 101 |
|
|
2018
Q2 | $1.11M | Sell |
24,120
-30
| -0.1% | -$1.39K | 0.24% | 47 |
|
|
2018
Q1 | $1.34M | Hold |
24,150
| – | – | 0.29% | 44 |
|
|
2017
Q4 | $1.24M | Sell |
24,150
-510
| -2% | -$26.1K | 0.26% | 44 |
|
|
2017
Q3 | $1.29M | Sell |
24,660
-505
| -2% | -$26.3K | 0.29% | 39 |
|
|
2017
Q2 | $1.04M | Sell |
25,165
-37
| -0.1% | -$1.53K | 0.24% | 42 |
|
|
2017
Q1 | $980K | Sell |
25,202
-4,901
| -16% | -$191K | 0.23% | 43 |
|
|
2016
Q4 | $971K | Buy |
30,103
+26,552
| +748% | +$856K | 0.24% | 45 |
|
|
2016
Q3 | $107K | Sell |
3,551
-27,992
| -89% | -$843K | 0.02% | 338 |
|
|
2016
Q2 | $756K | Sell |
31,543
-1,407
| -4% | -$33.7K | 0.21% | 48 |
|
|
2016
Q1 | $698K | Sell |
32,950
-2,027
| -6% | -$42.9K | 0.25% | 48 |
|
|
2015
Q4 | $653K | Sell |
34,977
-1,000
| -3% | -$18.7K | 0.25% | 48 |
|
|
2015
Q3 | $529K | Sell |
35,977
-1,000
| -3% | -$14.7K | 0.23% | 46 |
|
|
2015
Q2 | $711K | Sell |
36,977
-1,570
| -4% | -$30.2K | 0.27% | 43 |
|
|
2015
Q1 | $870K | Sell |
38,547
-1,000
| -3% | -$22.6K | 0.33% | 35 |
|
|
2014
Q4 | $986K | Sell |
39,547
-403
| -1% | -$10K | 0.4% | 33 |
|
|
2014
Q3 | $863K | Sell |
39,950
-820
| -2% | -$17.7K | 0.39% | 36 |
|
|
2014
Q2 | $919K | Sell |
40,770
-5,260
| -11% | -$119K | 0.45% | 35 |
|
|
2014
Q1 | $940K | Sell |
46,030
-3,300
| -7% | -$67.4K | 0.5% | 30 |
|
|
2013
Q4 | $872K | Sell |
49,330
-1,000
| -2% | -$17.7K | 0.48% | 34 |
|
|
2013
Q3 | $882K | Sell |
50,330
-4,500
| -8% | -$78.9K | 0.55% | 31 |
|
|
2013
Q2 | $818K | Buy |
+54,830
| New | +$818K | 0.56% | 31 |
|