Plante Moran Financial 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 | $100K | Sell |
548
-315
| -37% | -$57.7K | 0.01% | 235 |
|
2025
Q1 | $125K | Sell |
863
-2,209
| -72% | -$321K | 0.01% | 216 |
|
2024
Q4 | $500K | Buy |
3,072
+5
| +0.2% | +$813 | 0.04% | 87 |
|
2024
Q3 | $620K | Sell |
3,067
-25
| -0.8% | -$5.05K | 0.05% | 74 |
|
2024
Q2 | $730K | Buy |
3,092
+64
| +2% | +$15.1K | 0.07% | 57 |
|
2024
Q1 | $624K | Sell |
3,028
-1,026
| -25% | -$212K | 0.07% | 71 |
|
2023
Q4 | $657K | Buy |
4,054
+126
| +3% | +$20.4K | 0.07% | 66 |
|
2023
Q3 | $544K | Buy |
3,928
+30
| +0.8% | +$4.15K | 0.07% | 71 |
|
2023
Q2 | $563K | Hold |
3,898
| – | – | 0.07% | 76 |
|
2023
Q1 | $479K | Sell |
3,898
-2
| -0.1% | -$246 | 0.07% | 84 |
|
2022
Q4 | $380K | Sell |
3,900
-685
| -15% | -$66.7K | 0.06% | 98 |
|
2022
Q3 | $376K | Sell |
4,585
-308
| -6% | -$25.3K | 0.06% | 91 |
|
2022
Q2 | $445K | Sell |
4,893
-12
| -0.2% | -$1.09K | 0.07% | 86 |
|
2022
Q1 | $646K | Sell |
4,905
-377
| -7% | -$49.7K | 0.12% | 69 |
|
2021
Q4 | $831K | Sell |
5,282
-288
| -5% | -$45.3K | 0.14% | 62 |
|
2021
Q3 | $717K | Buy |
5,570
+529
| +10% | +$68.1K | 0.16% | 64 |
|
2021
Q2 | $718K | Buy |
5,041
+130
| +3% | +$18.5K | 0.17% | 63 |
|
2021
Q1 | $656K | Sell |
4,911
-2,668
| -35% | -$356K | 0.18% | 64 |
|
2020
Q4 | $654K | Buy |
7,579
+2,161
| +40% | +$186K | 0.2% | 62 |
|
2020
Q3 | $322K | Hold |
5,418
| – | – | 0.11% | 102 |
|
2020
Q2 | $328K | Buy |
5,418
+390
| +8% | +$23.6K | 0.13% | 90 |
|
2020
Q1 | $230K | Hold |
5,028
| – | – | 0.11% | 103 |
|
2019
Q4 | $307K | Sell |
5,028
-65
| -1% | -$3.97K | 0.11% | 117 |
|
2019
Q3 | $254K | Hold |
5,093
| – | – | 0.07% | 136 |
|
2019
Q2 | $229K | Hold |
5,093
| – | – | 0.07% | 128 |
|
2019
Q1 | $202K | Buy |
5,093
+65
| +1% | +$2.58K | 0.06% | 146 |
|
2018
Q4 | $165K | Buy |
5,028
+3,290
| +189% | +$108K | 0.06% | 149 |
|
2018
Q3 | $67K | Hold |
1,738
| – | – | 0.02% | 258 |
|
2018
Q2 | $80K | Buy |
1,738
+476
| +38% | +$21.9K | 0.04% | 252 |
|
2018
Q1 | $70K | Sell |
1,262
-421
| -25% | -$23.4K | 0.04% | 285 |
|
2017
Q4 | $86K | Buy |
1,683
+54
| +3% | +$2.76K | 0.05% | 243 |
|
2017
Q3 | $85K | Buy |
1,629
+367
| +29% | +$19.2K | 0.05% | 227 |
|
2017
Q2 | $52K | Hold |
1,262
| – | – | 0.03% | 300 |
|
2017
Q1 | $49K | Sell |
1,262
-1,039
| -45% | -$40.3K | 0.03% | 319 |
|
2016
Q4 | $74K | Buy |
2,301
+489
| +27% | +$15.7K | 0.05% | 259 |
|
2016
Q3 | $55K | Buy |
1,812
+660
| +57% | +$20K | 0.04% | 293 |
|
2016
Q2 | $28K | Buy |
1,152
+548
| +91% | +$13.3K | 0.02% | 375 |
|
2016
Q1 | $13K | Sell |
604
-5
| -0.8% | -$108 | 0.01% | 440 |
|
2015
Q4 | $11K | Buy |
609
+159
| +35% | +$2.87K | 0.01% | 548 |
|
2015
Q3 | $7K | Hold |
450
| – | – | 0.01% | 524 |
|
2015
Q2 | $9K | Hold |
450
| – | – | 0.01% | 534 |
|
2015
Q1 | $10K | Hold |
450
| – | – | 0.01% | 511 |
|
2014
Q4 | $11K | Buy |
+450
| New | +$11K | 0.01% | 513 |
|
2014
Q1 | – | Sell |
-246
| Closed | -$4K | – | 616 |
|
2013
Q4 | $4K | Buy |
+246
| New | +$4K | ﹤0.01% | 551 |
|