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 |
|