KWM
Kolinsky Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $383K | Sell |
2,353
-185
| -7% | -$30.1K | 0.23% | 90 |
|
|
2024
Q3 | $513K | Sell |
2,538
-210
| -8% | -$42.4K | 0.33% | 65 |
|
|
2024
Q2 | $649K | Buy |
2,748
+93
| +4% | +$21.9K | 0.46% | 45 |
|
|
2024
Q1 | $548K | Sell |
2,655
-144
| -5% | -$29.7K | 0.42% | 53 |
|
|
2023
Q4 | $454K | Buy |
2,799
+318
| +13% | +$51.5K | 0.4% | 61 |
|
|
2023
Q3 | $343K | Buy |
2,481
+240
| +11% | +$33.2K | 0.34% | 71 |
|
|
2023
Q2 | $323K | Buy |
2,241
+214
| +11% | +$30.9K | 0.31% | 81 |
|
|
2023
Q1 | $249K | Sell |
2,027
-44
| -2% | -$5.41K | 0.26% | 100 |
|
|
2022
Q4 | $202K | Buy |
+2,071
| New | +$202K | 0.23% | 118 |
|
|
2022
Q3 | – | Sell |
-2,418
| Closed | -$220K | – | 118 |
|
|
2022
Q2 | $220K | Sell |
2,418
-181
| -7% | -$16.5K | 0.26% | 107 |
|
|
2022
Q1 | $343K | Sell |
2,599
-41
| -2% | -$5.41K | 0.34% | 64 |
|
|
2021
Q4 | $415K | Buy |
+2,640
| New | +$415K | 0.38% | 51 |
|