Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $377K | Buy |
3,142
+162
| +5% | +$19.4K | 0.05% | 75 |
|
|
2021
Q4 | $469K | Buy |
2,980
+38
| +1% | +$5.98K | 0.06% | 68 |
|
|
2021
Q3 | $379K | Hold |
2,942
| – | – | 0.05% | 74 |
|
|
2021
Q2 | $419K | Buy |
2,942
+2,106
| +252% | +$300K | 0.05% | 75 |
|
|
2021
Q1 | $112K | Sell |
836
-359
| -30% | -$48.1K | 0.02% | 122 |
|
|
2020
Q4 | $103K | Buy |
1,195
+730
| +157% | +$62.9K | 0.01% | 121 |
|
|
2020
Q3 | $28K | Hold |
465
| – | – | ﹤0.01% | 235 |
|
|
2020
Q2 | $28K | Hold |
465
| – | – | ﹤0.01% | 240 |
|
|
2020
Q1 | $21K | Hold |
465
| – | – | ﹤0.01% | 252 |
|
|
2019
Q4 | $28K | Hold |
465
| – | – | ﹤0.01% | 268 |
|
|
2019
Q3 | $23K | Hold |
465
| – | – | ﹤0.01% | 276 |
|
|
2019
Q2 | $21K | Sell |
465
-315
| -40% | -$14.2K | ﹤0.01% | 221 |
|
|
2019
Q1 | $31K | Buy |
780
+331
| +74% | +$13.2K | 0.01% | 166 |
|
|
2018
Q4 | $15K | Sell |
449
-86
| -16% | -$2.87K | ﹤0.01% | 217 |
|
|
2018
Q3 | $21K | Sell |
535
-282
| -35% | -$11.1K | ﹤0.01% | 202 |
|
|
2018
Q2 | $38K | Sell |
817
-467
| -36% | -$21.7K | 0.01% | 168 |
|
|
2018
Q1 | $71K | Buy |
1,284
+1,169
| +1,017% | +$64.6K | 0.02% | 133 |
|
|
2017
Q4 | $6K | Buy |
+115
| New | +$6K | ﹤0.01% | 200 |
|
|
2014
Q1 | – | Sell |
-107
| Closed | -$2K | – | 196 |
|
|
2013
Q4 | $2K | Buy |
+107
| New | +$2K | ﹤0.01% | 290 |
|