Mount Yale Investment Advisors’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.86M	Buy	14,207 +7,573	+114%	+$2.55M	0.12%	190
2025 Q4	$1.7M	Buy	6,634 +2,051	+45%	+$492K	0.08%	217
2025 Q3	$938K	Sell	4,583 -15,881	-78%	-$2.88M	0.07%	293
2025 Q2	$3.75M	Buy	20,464 +295	+1%	+$46.7K	0.29%	67
2025 Q1	$2.93M	Buy	20,169 +5,120	+34%	+$861K	0.25%	86
2024 Q4	$2.45M	Buy	15,049 +11,593	+335%	+$2.1M	0.2%	100
2024 Q3	$698K	Buy	3,456 +267	+8%	+$54.8K	0.07%	271
2024 Q2	$753K	Sell	3,189 -85	-3%	-$18.2K	0.06%	260
2024 Q1	$675K	Sell	3,274 -288	-8%	-$52.8K	0.05%	296
2023 Q4	$577K	Buy	3,562 +8	+0.2%	+$1.18K	0.05%	296
2023 Q3	$492K	Sell	3,554 -9,558	-73%	-$1.37M	0.05%	313
2023 Q2	$1.9M	Sell	13,112 -1,010	-7%	-$126K	0.2%	114
2023 Q1	$1.73M	Sell	14,122 -692	-5%	-$79.5K	0.19%	113
2022 Q4	$1.44M	Buy	14,814 +697	+5%	+$66.9K	0.16%	143
2022 Q3	$1.16M	Sell	14,117 -5,596	-28%	-$540K	0.15%	145
2022 Q2	$1.79M	Buy	19,713 +2,105	+12%	+$231K	0.23%	103
2022 Q1	$2.32M	Sell	17,608 -4,657	-21%	-$641K	0.25%	94
2021 Q4	$3.5M	Sell	22,265 -314	-1%	-$45.5K	0.37%	66
2021 Q3	$2.91M	Sell	22,579 -5,099	-18%	-$692K	0.33%	74
2021 Q2	$3.94M	Sell	27,678 -1,525	-5%	-$205K	0.48%	51
2021 Q1	$3.9M	Sell	29,203 -120	-0.4%	-$13.2K	0.51%	48
2020 Q4	$2.53M	Buy	29,323 +1,585	+6%	+$117K	0.36%	73
2020 Q3	$1.65M	Buy	27,738 +11,657	+72%	+$720K	0.26%	97
2020 Q2	$972K	Buy	+16,081	New	+$868K	0.17%	129
2018 Q3	–	Sell	-2,444	Closed	-$113K	–	940
2018 Q2	$113K	Buy	2,444 +685	+39%	+$35.3K	0.02%	417
2018 Q1	$98K	Buy	+1,759	New	+$97.9K	0.02%	458