MSWM
McGlone Suttner Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
7,010
-10
| -0.1% | -$1.83K | 0.19% | 55 |
|
|
2025
Q1 | $1.02M | Sell |
7,020
-682
| -9% | -$99K | 0.17% | 68 |
|
|
2024
Q4 | $1.25M | Buy |
7,702
+3,513
| +84% | +$571K | 0.21% | 50 |
|
|
2024
Q3 | $846K | Sell |
4,189
-4,157
| -50% | -$840K | 0.18% | 69 |
|
|
2024
Q2 | $1.35M | Buy |
8,346
+69
| +0.8% | +$11.2K | 0.28% | 37 |
|
|
2024
Q1 | $1.71M | Sell |
8,277
-69
| -0.8% | -$14.2K | 0.32% | 35 |
|
|
2023
Q4 | $1.35M | Buy |
8,346
+56
| +0.7% | +$9.08K | 0.27% | 37 |
|
|
2023
Q3 | $1.15M | Buy |
8,290
+1,308
| +19% | +$181K | 0.27% | 42 |
|
|
2023
Q2 | $1.01M | Buy |
6,982
+103
| +1% | +$14.9K | 0.23% | 50 |
|
|
2023
Q1 | $845K | Buy |
6,879
+307
| +5% | +$37.7K | 0.22% | 51 |
|
|
2022
Q4 | $640K | Buy |
+6,572
| New | +$640K | 0.2% | 57 |
|