RPWA
Regent Peak Wealth Advisors’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $237K | Sell |
1,630
-9
| -0.5% | -$1.31K | 0.06% | 147 |
|
|
2024
Q4 | $267K | Sell |
1,639
-75
| -4% | -$12.2K | 0.06% | 135 |
|
|
2024
Q3 | $346K | Sell |
1,714
-2
| -0.1% | -$404 | 0.08% | 110 |
|
|
2024
Q2 | $405K | Buy |
1,716
+25
| +1% | +$5.9K | 0.09% | 100 |
|
|
2024
Q1 | $349K | Sell |
1,691
-47
| -3% | -$9.69K | 0.09% | 107 |
|
|
2023
Q4 | $282K | Buy |
1,738
+8
| +0.5% | +$1.3K | 0.08% | 116 |
|
|
2023
Q3 | $240K | Buy |
1,730
+48
| +3% | +$6.65K | 0.07% | 129 |
|
|
2023
Q2 | $243K | Sell |
1,682
-7
| -0.4% | -$1.01K | 0.07% | 126 |
|
|
2023
Q1 | $207K | Buy |
+1,689
| New | +$207K | 0.06% | 148 |
|
|
2022
Q2 | – | Sell |
-1,656
| Closed | -$218K | – | 156 |
|
|
2022
Q1 | $218K | Sell |
1,656
-304
| -16% | -$40K | 0.06% | 151 |
|
|
2021
Q4 | $308K | Buy |
1,960
+53
| +3% | +$8.33K | 0.08% | 128 |
|
|
2021
Q3 | $245K | Buy |
1,907
+21
| +1% | +$2.7K | 0.07% | 149 |
|
|
2021
Q2 | $264K | Buy |
1,886
+255
| +16% | +$35.7K | 0.07% | 141 |
|
|
2021
Q1 | $217K | Buy |
1,631
+198
| +14% | +$26.3K | 0.07% | 144 |
|
|
2020
Q4 | $124K | Buy |
+1,433
| New | +$124K | 0.04% | 187 |
|