Plante Moran Financial Advisors’s Applied Materials AMAT Stock Holding History

Plante Moran Financial Advisors’s Portfolio AMAT Stock Details AMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.8K	Hold	96	–	–	﹤0.01%	364
2025 Q4	$24.7K	Sell	96 -244	-72%	-$58.5K	﹤0.01%	418
2025 Q3	$69.6K	Sell	340 -208	-38%	-$37.7K	﹤0.01%	290
2025 Q2	$100K	Sell	548 -315	-37%	-$49.9K	0.01%	235
2025 Q1	$125K	Sell	863 -2,209	-72%	-$371K	0.01%	216
2024 Q4	$500K	Buy	3,072 +5	+0.2%	+$906	0.04%	87
2024 Q3	$620K	Sell	3,067 -25	-0.8%	-$5.13K	0.05%	74
2024 Q2	$730K	Buy	3,092 +64	+2%	+$13.7K	0.07%	57
2024 Q1	$624K	Sell	3,028 -1,026	-25%	-$188K	0.07%	71
2023 Q4	$657K	Buy	4,054 +126	+3%	+$18.5K	0.07%	66
2023 Q3	$544K	Buy	3,928 +30	+0.8%	+$4.3K	0.07%	71
2023 Q2	$563K	Hold	3,898	–	–	0.07%	76
2023 Q1	$479K	Sell	3,898 -2	-0.1%	-$230	0.07%	84
2022 Q4	$380K	Sell	3,900 -685	-15%	-$65.7K	0.06%	98
2022 Q3	$376K	Sell	4,585 -308	-6%	-$29.7K	0.06%	91
2022 Q2	$445K	Sell	4,893 -12	-0.2%	-$1.32K	0.07%	86
2022 Q1	$646K	Sell	4,905 -377	-7%	-$51.9K	0.12%	69
2021 Q4	$831K	Sell	5,282 -288	-5%	-$41.7K	0.14%	62
2021 Q3	$717K	Buy	5,570 +529	+10%	+$71.8K	0.16%	64
2021 Q2	$718K	Buy	5,041 +130	+3%	+$17.4K	0.17%	63
2021 Q1	$656K	Sell	4,911 -2,668	-35%	-$294K	0.18%	64
2020 Q4	$654K	Buy	7,579 +2,161	+40%	+$160K	0.2%	62
2020 Q3	$322K	Hold	5,418	–	–	0.11%	102
2020 Q2	$328K	Buy	5,418 +390	+8%	+$21K	0.13%	90
2020 Q1	$230K	Hold	5,028	–	–	0.11%	103
2019 Q4	$307K	Sell	5,028 -65	-1%	-$3.65K	0.11%	118
2019 Q3	$254K	Hold	5,093	–	–	0.07%	136
2019 Q2	$229K	Hold	5,093	–	–	0.07%	129
2019 Q1	$202K	Buy	5,093 +65	+1%	+$2.47K	0.06%	147
2018 Q4	$165K	Buy	5,028 +3,290	+189%	+$113K	0.06%	151
2018 Q3	$67K	Hold	1,738	–	–	0.02%	260
2018 Q2	$80K	Buy	1,738 +476	+38%	+$24.5K	0.04%	254
2018 Q1	$70K	Sell	1,262 -421	-25%	-$23.4K	0.04%	287
2017 Q4	$86K	Buy	1,683 +54	+3%	+$2.92K	0.05%	243
2017 Q3	$85K	Buy	1,629 +367	+29%	+$16.6K	0.05%	227
2017 Q2	$52K	Hold	1,262	–	–	0.03%	300
2017 Q1	$49K	Sell	1,262 -1,039	-45%	-$37.3K	0.03%	320
2016 Q4	$74K	Buy	2,301 +489	+27%	+$14.9K	0.05%	259
2016 Q3	$55K	Buy	1,812 +660	+57%	+$18.4K	0.04%	294
2016 Q2	$28K	Buy	1,152 +548	+91%	+$12.1K	0.02%	376
2016 Q1	$13K	Sell	604 -5	-0.8%	-$91	0.01%	440
2015 Q4	$11K	Buy	609 +159	+35%	+$2.76K	0.01%	548
2015 Q3	$7K	Hold	450	–	–	0.01%	525
2015 Q2	$9K	Hold	450	–	–	0.01%	535
2015 Q1	$10K	Hold	450	–	–	0.01%	511
2014 Q4	$11K	Buy	+450	New	+$10.2K	0.01%	513
2014 Q1	–	Sell	-246	Closed	-$4K	–	616
2013 Q4	$4K	Buy	+246	New	+$4.29K	﹤0.01%	551