Mark Sheptoff Financial Planning’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 | $30.9K | Sell |
169
-225
| -57% | -$41.2K | 0.02% | 224 |
|
|
2025
Q1 | $57.2K | Buy |
394
+225
| +133% | +$32.7K | 0.03% | 161 |
|
|
2024
Q4 | $27.5K | Hold |
169
| – | – | 0.01% | 229 |
|
|
2024
Q3 | $34.1K | Hold |
169
| – | – | 0.02% | 198 |
|
|
2024
Q2 | $39.9K | Hold |
169
| – | – | 0.02% | 195 |
|
|
2024
Q1 | $34.9K | Buy |
+169
| New | +$34.9K | 0.02% | 195 |
|
|
2022
Q2 | – | Sell |
-100
| Closed | -$13K | – | 382 |
|
|
2022
Q1 | $13K | Hold |
100
| – | – | 0.01% | 273 |
|
|
2021
Q4 | $16K | Sell |
100
-200
| -67% | -$32K | 0.01% | 275 |
|
|
2021
Q3 | $39K | Hold |
300
| – | – | 0.02% | 192 |
|
|
2021
Q2 | $43K | Buy |
300
+200
| +200% | +$28.7K | 0.02% | 202 |
|
|
2021
Q1 | $13K | Hold |
100
| – | – | 0.01% | 269 |
|
|
2020
Q4 | $9K | Buy |
+100
| New | +$9K | 0.01% | 272 |
|
|
2020
Q3 | – | Sell |
-2,250
| Closed | -$136K | – | 325 |
|
|
2020
Q2 | $136K | Buy |
2,250
+250
| +13% | +$15.1K | 0.09% | 105 |
|
|
2020
Q1 | $92K | Buy |
+2,000
| New | +$92K | 0.07% | 107 |
|
|
2018
Q2 | – | Sell |
-30,279
| Closed | -$1.68M | – | 362 |
|
|
2018
Q1 | $1.68M | Sell |
30,279
-3,406
| -10% | -$189K | 1.17% | 23 |
|
|
2017
Q4 | $1.72M | Sell |
33,685
-2,948
| -8% | -$151K | 1.12% | 23 |
|
|
2017
Q3 | $1.91M | Buy |
36,633
+503
| +1% | +$26.2K | 1.28% | 20 |
|
|
2017
Q2 | $1.49M | Buy |
36,130
+202
| +0.6% | +$8.35K | 1.03% | 26 |
|
|
2017
Q1 | $1.4M | Buy |
35,928
+8,803
| +32% | +$343K | 1% | 27 |
|
|
2016
Q4 | $875K | Buy |
27,125
+18,622
| +219% | +$601K | 0.65% | 41 |
|
|
2016
Q3 | $256K | Buy |
+8,503
| New | +$256K | 0.19% | 86 |
|
|
2015
Q3 | – | Sell |
-95
| Closed | -$2K | – | 397 |
|
|
2015
Q2 | $2K | Buy |
+95
| New | +$2K | ﹤0.01% | 324 |
|