PWM
Prentice Wealth Management’s Applied Materials AMAT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $232K | Buy |
+1,265
| New | +$232K | 0.06% | 107 |
|
2025
Q1 | – | Sell |
-1,319
| Closed | -$215K | – | 109 |
|
2024
Q4 | $215K | Buy |
1,319
+9
| +0.7% | +$1.46K | 0.06% | 105 |
|
2024
Q3 | $265K | Sell |
1,310
-1
| -0.1% | -$202 | 0.08% | 101 |
|
2024
Q2 | $309K | Sell |
1,311
-22
| -2% | -$5.19K | 0.1% | 95 |
|
2024
Q1 | $275K | Buy |
+1,333
| New | +$275K | 0.1% | 100 |
|
2021
Q4 | – | Sell |
-1,017
| Closed | -$131K | – | 109 |
|
2021
Q3 | $131K | Buy |
1,017
+41
| +4% | +$5.28K | 0.06% | 122 |
|
2021
Q2 | $139K | Sell |
976
-143
| -13% | -$20.4K | 0.07% | 120 |
|
2021
Q1 | $149K | Buy |
+1,119
| New | +$149K | 0.08% | 106 |
|