ONSWM
Old North State Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,003
| Closed | -$813K | – | 91 |
|
|
2023
Q4 | $813K | Sell |
5,003
-304
| -6% | -$49.4K | 0.6% | 47 |
|
|
2023
Q3 | $736K | Sell |
5,307
-279
| -5% | -$38.7K | 0.65% | 45 |
|
|
2023
Q2 | $809K | Sell |
5,586
-91
| -2% | -$13.2K | 0.71% | 41 |
|
|
2023
Q1 | $699K | Buy |
5,677
+11
| +0.2% | +$1.35K | 0.65% | 40 |
|
|
2022
Q4 | $553K | Buy |
5,666
+411
| +8% | +$40.1K | 0.56% | 46 |
|
|
2022
Q3 | $431K | Buy |
+5,255
| New | +$431K | 0.5% | 45 |
|