RSWM
Robertson Stephens Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,759
| Closed | -$759K | – | 559 |
|
|
2024
Q3 | $759K | Sell |
3,759
-938
| -20% | -$189K | 0.03% | 326 |
|
|
2024
Q2 | $1.11M | Sell |
4,697
-252
| -5% | -$59.5K | 0.06% | 210 |
|
|
2024
Q1 | $1.02M | Buy |
+4,949
| New | +$1.02M | 0.05% | 230 |
|
|
2023
Q4 | – | Sell |
-2,098
| Closed | -$290K | – | 443 |
|
|
2023
Q3 | $290K | Buy |
2,098
+63
| +3% | +$8.72K | 0.02% | 383 |
|
|
2023
Q2 | $294K | Sell |
2,035
-557
| -21% | -$80.5K | 0.02% | 359 |
|
|
2023
Q1 | $318K | Buy |
+2,592
| New | +$318K | 0.02% | 356 |
|
|
2020
Q3 | – | Sell |
-6,341
| Closed | -$383K | – | 238 |
|
|
2020
Q2 | $383K | Buy |
6,341
+1,374
| +28% | +$83K | 0.11% | 127 |
|
|
2020
Q1 | $228K | Buy |
+4,967
| New | +$228K | 0.08% | 160 |
|