Modera Wealth Management’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 | $7.59M | Buy |
41,450
+33,042
| +393% | +$6.05M | 0.09% | 147 |
|
|
2025
Q1 | $1.22M | Sell |
8,408
-620
| -7% | -$90K | 0.02% | 300 |
|
|
2024
Q4 | $1.47M | Buy |
9,028
+35
| +0.4% | +$5.69K | 0.02% | 277 |
|
|
2024
Q3 | $1.82M | Sell |
8,993
-186
| -2% | -$37.6K | 0.02% | 243 |
|
|
2024
Q2 | $2.17M | Buy |
9,179
+300
| +3% | +$70.8K | 0.03% | 213 |
|
|
2024
Q1 | $1.83M | Buy |
8,879
+224
| +3% | +$46.2K | 0.03% | 236 |
|
|
2023
Q4 | $1.4M | Buy |
8,655
+368
| +4% | +$59.6K | 0.02% | 255 |
|
|
2023
Q3 | $1.15M | Buy |
8,287
+285
| +4% | +$39.5K | 0.02% | 266 |
|
|
2023
Q2 | $1.16M | Buy |
+8,002
| New | +$1.16M | 0.02% | 277 |
|
|
2022
Q1 | – | Sell |
-8,790
| Closed | -$1.38M | – | 365 |
|
|
2021
Q4 | $1.38M | Buy |
+8,790
| New | +$1.38M | 0.05% | 141 |
|
|
2021
Q3 | – | Sell |
-1,461
| Closed | -$208K | – | 277 |
|
|
2021
Q2 | $208K | Buy |
+1,461
| New | +$208K | 0.01% | 232 |
|