Obermeyer Wealth Partners’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 | $1.14M | Sell |
6,225
-795
| -11% | -$146K | 0.06% | 96 |
|
|
2025
Q1 | $1.02M | Sell |
7,020
-12
| -0.2% | -$1.74K | 0.05% | 96 |
|
|
2024
Q4 | $1.14M | Buy |
7,032
+15
| +0.2% | +$2.44K | 0.06% | 92 |
|
|
2024
Q3 | $1.42M | Sell |
7,017
-139
| -2% | -$28.1K | 0.08% | 87 |
|
|
2024
Q2 | $1.69M | Buy |
7,156
+154
| +2% | +$36.3K | 0.1% | 78 |
|
|
2024
Q1 | $1.44M | Sell |
7,002
-240
| -3% | -$49.5K | 0.09% | 81 |
|
|
2023
Q4 | $1.17M | Buy |
7,242
+815
| +13% | +$132K | 0.08% | 65 |
|
|
2023
Q3 | $890K | Buy |
6,427
+49
| +0.8% | +$6.78K | 0.07% | 73 |
|
|
2023
Q2 | $922K | Hold |
6,378
| – | – | 0.07% | 75 |
|
|
2023
Q1 | $783K | Sell |
6,378
-162
| -2% | -$19.9K | 0.06% | 81 |
|
|
2022
Q4 | $637K | Buy |
6,540
+18
| +0.3% | +$1.75K | 0.05% | 97 |
|
|
2022
Q3 | $534K | Hold |
6,522
| – | – | 0.04% | 108 |
|
|
2022
Q2 | $593K | Hold |
6,522
| – | – | 0.04% | 98 |
|
|
2022
Q1 | $860K | Buy |
6,522
+1,200
| +23% | +$158K | 0.05% | 84 |
|
|
2021
Q4 | $837K | Hold |
5,322
| – | – | 0.04% | 87 |
|
|
2021
Q3 | $685K | Hold |
5,322
| – | – | 0.04% | 100 |
|
|
2021
Q2 | $758K | Hold |
5,322
| – | – | 0.04% | 97 |
|
|
2021
Q1 | $711K | Buy |
+5,322
| New | +$711K | 0.04% | 99 |
|