OneDigital Investment Advisors’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
$2.19M Buy
11,938
+1,015
+9% +$186K 0.02% 413
2025
Q1
$1.59M Buy
10,923
+579
+6% +$84K 0.02% 463
2024
Q4
$1.68M Sell
10,344
-2,879
-22% -$468K 0.02% 462
2024
Q3
$2.67M Buy
13,223
+1,531
+13% +$309K 0.03% 371
2024
Q2
$2.76M Buy
11,692
+4,332
+59% +$1.02M 0.03% 349
2024
Q1
$1.52M Sell
7,360
-7,565
-51% -$1.56M 0.02% 398
2023
Q4
$2.42M Buy
14,925
+646
+5% +$105K 0.04% 280
2023
Q3
$1.98M Buy
14,279
+457
+3% +$63.3K 0.04% 289
2023
Q2
$2M Buy
13,822
+2,147
+18% +$310K 0.04% 278
2023
Q1
$1.43M Buy
11,675
+2,299
+25% +$282K 0.03% 334
2022
Q4
$913K Buy
9,376
+1,885
+25% +$184K 0.03% 370
2022
Q3
$614K Buy
7,491
+845
+13% +$69.3K 0.02% 405
2022
Q2
$605K Buy
6,646
+302
+5% +$27.5K 0.03% 372
2022
Q1
$836K Buy
6,344
+1,974
+45% +$260K 0.03% 313
2021
Q4
$688K Sell
4,370
-1,974
-31% -$311K 0.02% 341
2021
Q3
$817K Sell
6,344
-149
-2% -$19.2K 0.03% 307
2021
Q2
$924K Sell
6,493
-1,043
-14% -$148K 0.04% 267
2021
Q1
$1.01M Buy
7,536
+3,166
+72% +$423K 0.05% 236
2020
Q4
$428K Hold
4,370
0.02% 382
2020
Q3
$254K Sell
4,370
-3,852
-47% -$224K 0.02% 474
2020
Q2
$511K Buy
8,222
+3,852
+88% +$239K 0.04% 305
2020
Q1
$225K Sell
4,370
-7,379
-63% -$380K 0.02% 436
2019
Q4
$717K Buy
11,749
+7,359
+168% +$449K 0.06% 234
2019
Q3
$219K Buy
+4,390
New +$219K 0.02% 470
2019
Q2
Sell
-203
Closed -$8K 1176
2019
Q1
$8K Buy
203
+1
+0.5% +$39 ﹤0.01% 914
2018
Q4
$7K Sell
202
-2,587
-93% -$89.6K ﹤0.01% 899
2018
Q3
$107K Sell
2,789
-1,303
-32% -$50K 0.03% 263
2018
Q2
$189K Sell
4,092
-1,298
-24% -$60K 0.04% 224
2018
Q1
$300K Buy
5,390
+1,374
+34% +$76.5K 0.07% 180
2017
Q4
$205K Buy
4,016
+499
+14% +$25.5K 0.02% 228
2017
Q3
$183K Buy
3,517
+127
+4% +$6.61K 0.07% 155
2017
Q2
$140K Buy
+3,390
New +$140K 0.04% 250