Kingswood Wealth Advisors’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
6,443
+161
| +3% | +$29.5K | 0.09% | 230 |
|
|
2025
Q1 | $912K | Buy |
6,282
+428
| +7% | +$62.1K | 0.08% | 267 |
|
|
2024
Q4 | $952K | Sell |
5,854
-10,445
| -64% | -$1.7M | 0.07% | 284 |
|
|
2024
Q3 | $3.29M | Buy |
16,299
+5,211
| +47% | +$1.05M | 0.23% | 102 |
|
|
2024
Q2 | $2.62M | Buy |
11,088
+1,815
| +20% | +$428K | 0.24% | 94 |
|
|
2024
Q1 | $1.91M | Sell |
9,273
-2,338
| -20% | -$482K | 0.22% | 107 |
|
|
2023
Q4 | $1.88M | Buy |
11,611
+7,268
| +167% | +$1.18M | 0.21% | 112 |
|
|
2023
Q3 | $1.47M | Buy |
4,343
+76
| +2% | +$25.7K | 0.25% | 106 |
|
|
2023
Q2 | $617K | Buy |
+4,267
| New | +$617K | 0.2% | 113 |
|