Rooted Wealth Advisors’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
+1,757
| New | +$348K | 0.12% | 81 |
|
|
2025
Q1 | – | Sell |
-1,534
| Closed | -$273K | – | 92 |
|
|
2024
Q4 | $273K | Sell |
1,534
-230
| -13% | -$40.9K | 0.11% | 82 |
|
|
2024
Q3 | $353K | Buy |
1,764
+226
| +15% | +$45.2K | 0.16% | 67 |
|
|
2024
Q2 | $335K | Buy |
1,538
+206
| +15% | +$44.9K | 0.15% | 65 |
|
|
2024
Q1 | $275K | Buy |
+1,332
| New | +$275K | 0.14% | 67 |
|