OWA
Outlook Wealth Advisors’s Applied Materials AMAT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $217K | Buy |
+1,186
| New | +$217K | 0.06% | 262 |
|
2024
Q4 | – | Sell |
-1,179
| Closed | -$238K | – | 249 |
|
2024
Q3 | $238K | Sell |
1,179
-19
| -2% | -$3.84K | 0.07% | 240 |
|
2024
Q2 | $283K | Sell |
1,198
-6
| -0.5% | -$1.42K | 0.09% | 226 |
|
2024
Q1 | $248K | Sell |
1,204
-42
| -3% | -$8.66K | 0.08% | 235 |
|
2023
Q4 | $202K | Buy |
+1,246
| New | +$202K | 0.07% | 240 |
|
2022
Q2 | – | Sell |
-2,308
| Closed | -$305K | – | 187 |
|
2022
Q1 | $305K | Buy |
2,308
+36
| +2% | +$4.76K | 0.1% | 159 |
|
2021
Q4 | $358K | Sell |
2,272
-173
| -7% | -$27.3K | 0.11% | 156 |
|
2021
Q3 | $315K | Buy |
2,445
+381
| +18% | +$49.1K | 0.1% | 174 |
|
2021
Q2 | $294K | Buy |
2,064
+301
| +17% | +$42.9K | 0.09% | 181 |
|
2021
Q1 | $236K | Buy |
+1,763
| New | +$236K | 0.08% | 179 |
|