Keudell/Morrison Wealth Management’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-993
Closed -$234K 221
2024
Q2
$234K Hold
993
0.07% 181
2024
Q1
$205K Sell
993
-270
-21% -$55.7K 0.06% 198
2023
Q4
$205K Sell
1,263
-328
-21% -$53.2K 0.07% 186
2023
Q3
$220K Buy
+1,591
New +$220K 0.07% 168