Monterey Private Wealth’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $278K | Sell |
1,918
-1
| -0.1% | -$145 | 0.08% | 99 |
|
|
2024
Q4 | $312K | Sell |
1,919
-10
| -0.5% | -$1.63K | 0.1% | 92 |
|
|
2024
Q3 | $390K | Buy |
1,929
+8
| +0.4% | +$1.62K | 0.13% | 70 |
|
|
2024
Q2 | $453K | Buy |
1,921
+503
| +35% | +$119K | 0.17% | 62 |
|
|
2024
Q1 | $292K | Buy |
1,418
+8
| +0.6% | +$1.65K | 0.12% | 84 |
|
|
2023
Q4 | $228K | Buy |
+1,410
| New | +$228K | 0.1% | 95 |
|
|
2023
Q3 | – | Sell |
-1,409
| Closed | -$204K | – | 96 |
|
|
2023
Q2 | $204K | Buy |
+1,409
| New | +$204K | 0.1% | 100 |
|