Mount Yale Investment Advisors’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 | $3.75M | Buy |
20,464
+295
| +1% | +$54K | 0.29% | 67 |
|
|
2025
Q1 | $2.93M | Buy |
20,169
+5,120
| +34% | +$743K | 0.25% | 86 |
|
|
2024
Q4 | $2.45M | Buy |
15,049
+11,593
| +335% | +$1.89M | 0.2% | 100 |
|
|
2024
Q3 | $698K | Buy |
3,456
+267
| +8% | +$54K | 0.07% | 271 |
|
|
2024
Q2 | $753K | Sell |
3,189
-85
| -3% | -$20.1K | 0.06% | 260 |
|
|
2024
Q1 | $675K | Sell |
3,274
-288
| -8% | -$59.4K | 0.05% | 296 |
|
|
2023
Q4 | $577K | Buy |
3,562
+8
| +0.2% | +$1.3K | 0.05% | 296 |
|
|
2023
Q3 | $492K | Sell |
3,554
-9,558
| -73% | -$1.32M | 0.05% | 312 |
|
|
2023
Q2 | $1.9M | Sell |
13,112
-1,010
| -7% | -$146K | 0.2% | 114 |
|
|
2023
Q1 | $1.73M | Sell |
14,122
-692
| -5% | -$85K | 0.19% | 113 |
|
|
2022
Q4 | $1.44M | Buy |
14,814
+697
| +5% | +$67.9K | 0.16% | 142 |
|
|
2022
Q3 | $1.16M | Sell |
14,117
-5,596
| -28% | -$459K | 0.15% | 145 |
|
|
2022
Q2 | $1.79M | Buy |
19,713
+2,105
| +12% | +$191K | 0.23% | 103 |
|
|
2022
Q1 | $2.32M | Sell |
17,608
-4,657
| -21% | -$614K | 0.25% | 94 |
|
|
2021
Q4 | $3.5M | Sell |
22,265
-314
| -1% | -$49.4K | 0.36% | 66 |
|
|
2021
Q3 | $2.91M | Sell |
22,579
-5,099
| -18% | -$656K | 0.33% | 74 |
|
|
2021
Q2 | $3.94M | Sell |
27,678
-1,525
| -5% | -$217K | 0.48% | 51 |
|
|
2021
Q1 | $3.9M | Sell |
29,203
-120
| -0.4% | -$16K | 0.51% | 48 |
|
|
2020
Q4 | $2.53M | Buy |
29,323
+1,585
| +6% | +$137K | 0.36% | 73 |
|
|
2020
Q3 | $1.65M | Buy |
27,738
+11,657
| +72% | +$693K | 0.23% | 95 |
|
|
2020
Q2 | $972K | Buy |
+16,081
| New | +$972K | 0.17% | 129 |
|
|
2018
Q3 | – | Sell |
-2,444
| Closed | -$113K | – | 939 |
|
|
2018
Q2 | $113K | Buy |
2,444
+685
| +39% | +$31.7K | 0.02% | 416 |
|
|
2018
Q1 | $98K | Buy |
+1,759
| New | +$98K | 0.02% | 457 |
|