Legacy Financial Advisors’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.29M	Buy	6,709 +1,104	+20%	+$371K	0.32%	51
2025 Q4	$1.44M	Buy	5,605 +850	+18%	+$204K	0.2%	89
2025 Q3	$974K	Buy	4,755 +191	+4%	+$34.7K	0.13%	127
2025 Q2	$836K	Buy	4,564 +109	+2%	+$17.3K	0.13%	132
2025 Q1	$646K	Buy	4,455 +255	+6%	+$42.9K	0.11%	158
2024 Q4	$683K	Buy	4,200 +191	+5%	+$34.6K	0.11%	150
2024 Q3	$810K	Sell	4,009 -958	-19%	-$196K	0.14%	124
2024 Q2	$1.17M	Buy	4,967 +826	+20%	+$177K	0.21%	75
2024 Q1	$854K	Buy	4,141 +149	+4%	+$27.3K	0.15%	109
2023 Q4	$647K	Buy	3,992 +167	+4%	+$24.5K	0.12%	129
2023 Q3	$530K	Buy	3,825 +133	+4%	+$19.1K	0.11%	127
2023 Q2	$534K	Buy	3,692 +116	+3%	+$14.5K	0.1%	132
2023 Q1	$439K	Sell	3,576 -184	-5%	-$21.1K	0.09%	140
2022 Q4	$366K	Buy	3,760 +524	+16%	+$50.3K	0.08%	151
2022 Q3	$265K	Sell	3,236 -640	-17%	-$61.7K	0.06%	173
2022 Q2	$353K	Buy	3,876 +483	+14%	+$53K	0.09%	128
2022 Q1	$447K	Buy	3,393 +107	+3%	+$14.7K	0.1%	112
2021 Q4	$517K	Buy	3,286 +131	+4%	+$19K	0.12%	89
2021 Q3	$406K	Buy	3,155 +145	+5%	+$19.7K	0.1%	99
2021 Q2	$429K	Sell	3,010 -21	-0.7%	-$2.82K	0.11%	85
2021 Q1	$405K	Buy	3,031 +398	+15%	+$43.9K	0.11%	80
2020 Q4	$227K	Buy	+2,633	New	+$195K	0.06%	128
2019 Q2	–	Sell	-2,332	Closed	-$92K	–	156
2019 Q1	$92K	Sell	2,332 -73	-3%	-$2.77K	0.03%	177
2018 Q4	$79K	Buy	2,405 +300	+14%	+$10.3K	0.03%	170
2018 Q3	$81K	Sell	2,105 -41	-2%	-$1.81K	0.03%	195
2018 Q2	$99K	Hold	2,146	–	–	0.04%	169
2018 Q1	$117K	Hold	2,146	–	–	0.05%	152
2017 Q4	$109K	Buy	+2,146	New	+$116K	0.04%	171