MWM
Mission Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.96M | Buy |
54,404
+295
| +0.5% | +$54K | 0.21% | 60 |
|
|
2025
Q1 | $7.85M | Sell |
54,109
-343
| -0.6% | -$49.8K | 0.19% | 69 |
|
|
2024
Q4 | $8.86M | Sell |
54,452
-16,205
| -23% | -$2.64M | 0.21% | 58 |
|
|
2024
Q3 | $14.3M | Sell |
70,657
-16,820
| -19% | -$3.4M | 0.35% | 40 |
|
|
2024
Q2 | $20.6M | Sell |
87,477
-7,206
| -8% | -$1.7M | 0.55% | 28 |
|
|
2024
Q1 | $19.5M | Buy |
94,683
+20,040
| +27% | +$4.13M | 0.51% | 28 |
|
|
2023
Q4 | $12.1M | Buy |
74,643
+540
| +0.7% | +$87.5K | 0.39% | 33 |
|
|
2023
Q3 | $10.3M | Buy |
74,103
+4,212
| +6% | +$583K | 0.38% | 39 |
|
|
2023
Q2 | $10.1M | Sell |
69,891
-671
| -1% | -$97K | 0.38% | 40 |
|
|
2023
Q1 | $8.67M | Buy |
70,562
+100
| +0.1% | +$12.3K | 0.36% | 40 |
|
|
2022
Q4 | $6.86M | Sell |
70,462
-33
| -0% | -$3.21K | 0.33% | 49 |
|
|
2022
Q3 | $5.78M | Sell |
70,495
-4,571
| -6% | -$375K | 0.31% | 47 |
|
|
2022
Q2 | $6.83M | Buy |
75,066
+1,736
| +2% | +$158K | 0.36% | 41 |
|
|
2022
Q1 | $9.67M | Buy |
73,330
+2,800
| +4% | +$369K | 0.45% | 35 |
|
|
2021
Q4 | $11.1M | Buy |
70,530
+51
| +0.1% | +$8.03K | 0.5% | 31 |
|
|
2021
Q3 | $9.07M | Sell |
70,479
-12,619
| -15% | -$1.62M | 0.46% | 32 |
|
|
2021
Q2 | $11.8M | Sell |
83,098
-365
| -0.4% | -$52K | 0.63% | 25 |
|
|
2021
Q1 | $11.2M | Buy |
83,463
+1,829
| +2% | +$244K | 0.65% | 26 |
|
|
2020
Q4 | $7.05M | Buy |
81,634
+2,770
| +4% | +$239K | 0.44% | 38 |
|
|
2020
Q3 | $4.69M | Buy |
78,864
+594
| +0.8% | +$35.3K | 0.35% | 41 |
|
|
2020
Q2 | $4.73M | Sell |
78,270
-4,136
| -5% | -$250K | 0.41% | 39 |
|
|
2020
Q1 | $3.78M | Sell |
82,406
-495
| -0.6% | -$22.7K | 0.42% | 37 |
|
|
2019
Q4 | $5.06M | Sell |
82,901
-1,288
| -2% | -$78.6K | 0.49% | 32 |
|
|
2019
Q3 | $4.2M | Buy |
84,189
+712
| +0.9% | +$35.5K | 0.45% | 33 |
|
|
2019
Q2 | $3.75M | Sell |
83,477
-385
| -0.5% | -$17.3K | 0.42% | 37 |
|
|
2019
Q1 | $3.33M | Buy |
83,862
+873
| +1% | +$34.6K | 0.39% | 38 |
|
|
2018
Q4 | $2.72M | Buy |
82,989
+1,930
| +2% | +$63.2K | 0.35% | 41 |
|
|
2018
Q3 | $3.13M | Sell |
81,059
-544
| -0.7% | -$21K | 0.41% | 37 |
|
|
2018
Q2 | $3.77M | Buy |
81,603
+4,618
| +6% | +$213K | 0.56% | 28 |
|
|
2018
Q1 | $4.28M | Hold |
76,985
| – | – | 0.69% | 22 |
|
|
2017
Q4 | $3.94M | Sell |
76,985
-2
| -0% | -$102 | 0.67% | 23 |
|
|
2017
Q3 | $4.01M | Sell |
76,987
-15,988
| -17% | -$833K | 0.74% | 22 |
|
|
2017
Q2 | $3.84M | Buy |
92,975
+1,988
| +2% | +$82.1K | 0.73% | 22 |
|
|
2017
Q1 | $3.54M | Sell |
90,987
-7,890
| -8% | -$307K | 0.69% | 22 |
|
|
2016
Q4 | $3.19M | Buy |
98,877
+78,040
| +375% | +$2.52M | 0.63% | 25 |
|
|
2016
Q3 | $628K | Hold |
20,837
| – | – | 0.15% | 75 |
|
|
2016
Q2 | $499K | Hold |
20,837
| – | – | 0.13% | 80 |
|
|
2016
Q1 | $441K | Hold |
20,837
| – | – | 0.12% | 86 |
|
|
2015
Q4 | $389K | Sell |
20,837
-548
| -3% | -$10.2K | 0.11% | 81 |
|
|
2015
Q3 | $314K | Hold |
21,385
| – | – | 0.1% | 92 |
|
|
2015
Q2 | $482K | Buy |
+21,385
| New | +$482K | 0.16% | 71 |
|