KWB Wealth’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
$257K Hold
1,774
0.03% 135
2025
Q1
$289K Buy
1,774
+93
+6% +$15.1K 0.03% 126
2024
Q4
$340K Sell
1,681
-1,302
-44% -$263K 0.04% 109
2024
Q3
$704K Sell
2,983
-825
-22% -$195K 0.09% 70
2024
Q2
$785K Sell
3,808
-63
-2% -$13K 0.11% 69
2024
Q1
$798K Sell
3,871
-335
-8% -$69.1K 0.11% 69
2023
Q4
$682K Buy
+4,206
New +$682K 0.1% 71