PRW Wealth Management’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$212K Hold
1,615
0.08% 100
2023
Q2
$235K Buy
+1,615
New +$235K 0.08% 66
2022
Q2
Sell
-1,582
Closed -$208K 96
2022
Q1
$208K Sell
1,582
-251
-14% -$33K 0.09% 114
2021
Q4
$288K Sell
1,833
-200
-10% -$31.4K 0.13% 77
2021
Q3
$262K Sell
2,033
-3,929
-66% -$506K 0.13% 78
2021
Q2
$849K Buy
5,962
+3,936
+194% +$560K 0.25% 111
2021
Q1
$271K Sell
2,026
-404
-17% -$54K 0.13% 73
2020
Q4
$210K Buy
+2,430
New +$210K 0.12% 89
2019
Q2
Sell
-194
Closed -$9K 91
2019
Q1
$9K Hold
194
0.01% 290
2018
Q4
$7K Buy
+194
New +$7K 0.01% 315