OBWP
O'Brien Wealth Partners’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01K | Buy |
+11
| New | +$2.01K | ﹤0.01% | 83 |
|
|
2025
Q1 | – | Sell |
-598
| Closed | -$97.3K | – | 74 |
|
|
2024
Q4 | $97.3K | Hold |
598
| – | – | 0.02% | 55 |
|
|
2024
Q3 | $121K | Hold |
598
| – | – | 0.02% | 52 |
|
|
2024
Q2 | $141K | Sell |
598
-3
| -0.5% | -$708 | 0.03% | 45 |
|
|
2024
Q1 | $124K | Sell |
601
-306
| -34% | -$63.1K | 0.03% | 50 |
|
|
2023
Q4 | $147K | Buy |
+907
| New | +$147K | 0.04% | 48 |
|
|
2022
Q1 | – | Sell |
-1,524
| Closed | -$211K | – | 55 |
|
|
2021
Q4 | $211K | Buy |
1,524
+26
| +2% | +$3.6K | 0.07% | 37 |
|
|
2021
Q3 | $192K | Sell |
1,498
-335
| -18% | -$42.9K | 0.07% | 33 |
|
|
2021
Q2 | $247K | Buy |
1,833
+39
| +2% | +$5.26K | 0.08% | 36 |
|
|
2021
Q1 | $250K | Buy |
+1,794
| New | +$250K | 0.08% | 34 |
|