MWPCG
Measured Wealth Private Client Group’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,358
| Closed | -$274K | – | 175 |
|
|
2024
Q3 | $274K | Sell |
1,358
-621
| -31% | -$125K | 0.09% | 143 |
|
|
2024
Q2 | $467K | Buy |
1,979
+226
| +13% | +$53.3K | 0.16% | 97 |
|
|
2024
Q1 | $362K | Sell |
1,753
-119
| -6% | -$24.5K | 0.13% | 125 |
|
|
2023
Q4 | $303K | Buy |
+1,872
| New | +$303K | 0.11% | 133 |
|
|
2018
Q4 | – | Sell |
-302
| Closed | -$12K | – | 127 |
|
|
2018
Q3 | $12K | Buy |
+302
| New | +$12K | 0.01% | 588 |
|