Principle Wealth Partners’s Applied Materials AMAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$441K Sell
2,406
-1,390
-37% -$254K 0.03% 242
2025
Q1
$551K Buy
3,796
+720
+23% +$104K 0.04% 213
2024
Q4
$500K Buy
3,076
+625
+25% +$102K 0.04% 223
2024
Q3
$495K Buy
2,451
+1,030
+72% +$208K 0.04% 224
2024
Q2
$335K Sell
1,421
-6
-0.4% -$1.42K 0.03% 264
2024
Q1
$294K Sell
1,427
-218
-13% -$45K 0.02% 279
2023
Q4
$267K Buy
1,645
+14
+0.9% +$2.27K 0.02% 286
2023
Q3
$226K Hold
1,631
0.02% 294
2023
Q2
$236K Sell
1,631
-63
-4% -$9.11K 0.02% 295
2023
Q1
$208K Buy
+1,694
New +$208K 0.02% 306