PWM
PBMares Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
1,562
-1
| -0.1% | -$183 | 0.05% | 151 |
|
|
2025
Q1 | $227K | Buy |
1,563
+1
| +0.1% | +$145 | 0.05% | 176 |
|
|
2024
Q4 | $254K | Hold |
1,562
| – | – | 0.05% | 170 |
|
|
2024
Q3 | $316K | Hold |
1,562
| – | – | 0.07% | 144 |
|
|
2024
Q2 | $369K | Hold |
1,562
| – | – | 0.09% | 128 |
|
|
2024
Q1 | $322K | Buy |
1,562
+213
| +16% | +$43.9K | 0.08% | 137 |
|
|
2023
Q4 | $219K | Buy |
+1,349
| New | +$219K | 0.07% | 161 |
|
|
2023
Q3 | – | Sell |
-1,499
| Closed | -$217K | – | 164 |
|
|
2023
Q2 | $217K | Buy |
+1,499
| New | +$217K | 0.08% | 158 |
|
|
2022
Q1 | – | Sell |
-1,349
| Closed | -$212K | – | 151 |
|
|
2021
Q4 | $212K | Buy |
+1,349
| New | +$212K | 0.09% | 149 |
|