MGIA
Moneta Group Investment Advisors’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
7,261
+152
| +2% | +$27.8K | 0.02% | 272 |
|
|
2025
Q1 | $1.03M | Buy |
7,109
+224
| +3% | +$32.5K | 0.01% | 288 |
|
|
2024
Q4 | $1.12M | Buy |
6,885
+379
| +6% | +$61.6K | 0.02% | 269 |
|
|
2024
Q3 | $1.31M | Sell |
6,506
-1,071
| -14% | -$216K | 0.02% | 251 |
|
|
2024
Q2 | $1.79M | Buy |
7,577
+1,872
| +33% | +$442K | 0.03% | 198 |
|
|
2024
Q1 | $1.18M | Sell |
5,705
-400
| -7% | -$82.5K | 0.02% | 246 |
|
|
2023
Q4 | $989K | Buy |
6,105
+754
| +14% | +$122K | 0.02% | 241 |
|
|
2023
Q3 | $741K | Sell |
5,351
-1,208
| -18% | -$167K | 0.02% | 256 |
|
|
2023
Q2 | $948K | Buy |
6,559
+869
| +15% | +$126K | 0.02% | 231 |
|
|
2023
Q1 | $699K | Buy |
5,690
+1,579
| +38% | +$194K | 0.02% | 261 |
|
|
2022
Q4 | $458K | Sell |
4,111
-3,115
| -43% | -$347K | 0.01% | 305 |
|
|
2022
Q3 | $592K | Sell |
7,226
-1,336
| -16% | -$109K | 0.02% | 252 |
|
|
2022
Q2 | $779K | Buy |
8,562
+2,227
| +35% | +$203K | 0.03% | 237 |
|
|
2022
Q1 | $835K | Buy |
6,335
+101
| +2% | +$13.3K | 0.03% | 227 |
|
|
2021
Q4 | $981K | Sell |
6,234
-19
| -0.3% | -$2.99K | 0.04% | 207 |
|
|
2021
Q3 | $805K | Buy |
6,253
+986
| +19% | +$127K | 0.04% | 219 |
|
|
2021
Q2 | $750K | Buy |
5,267
+903
| +21% | +$129K | 0.03% | 226 |
|
|
2021
Q1 | $583K | Buy |
4,364
+691
| +19% | +$92.3K | 0.03% | 237 |
|
|
2020
Q4 | $317K | Sell |
3,673
-2,702
| -42% | -$233K | 0.02% | 248 |
|
|
2020
Q3 | $379K | Buy |
6,375
+1,065
| +20% | +$63.3K | 0.03% | 198 |
|
|
2020
Q2 | $321K | Buy |
+5,310
| New | +$321K | 0.03% | 207 |
|
|
2018
Q2 | – | Sell |
-3,165
| Closed | -$176K | – | 398 |
|
|
2018
Q1 | $176K | Buy |
3,165
+3,154
| +28,673% | +$175K | 0.02% | 204 |
|
|
2017
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 396 |
|
|
2015
Q4 | – | Sell |
-396
| Closed | -$6K | – | 148 |
|
|
2015
Q3 | $6K | Buy |
+396
| New | +$6K | ﹤0.01% | 467 |
|