OWM
OneAscent Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,776
| Closed | -$366K | – | 101 |
|
|
2024
Q1 | $366K | Sell |
1,776
-362
| -17% | -$74.6K | 0.14% | 103 |
|
|
2023
Q4 | $347K | Sell |
2,138
-253
| -11% | -$41.1K | 0.14% | 100 |
|
|
2023
Q3 | $331K | Buy |
+2,391
| New | +$331K | 0.15% | 97 |
|
|
2021
Q1 | $1.31M | Buy |
+9,810
| New | +$1.31M | 0.56% | 21 |
|