SWA
Sax Wealth Advisors’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
10,459
+395
| +4% | +$72.3K | 0.12% | 106 |
|
|
2025
Q1 | $1.46M | Buy |
10,064
+764
| +8% | +$111K | 0.1% | 108 |
|
|
2024
Q4 | $1.51M | Buy |
+9,300
| New | +$1.51M | 0.12% | 86 |
|
|
2024
Q3 | – | Sell |
-7,209
| Closed | -$1.7M | – | 291 |
|
|
2024
Q2 | $1.7M | Buy |
+7,209
| New | +$1.7M | 0.16% | 66 |
|
|
2024
Q1 | – | Sell |
-3,596
| Closed | -$583K | – | 195 |
|
|
2023
Q4 | $583K | Hold |
3,596
| – | – | 0.1% | 109 |
|
|
2023
Q3 | $498K | Hold |
3,596
| – | – | 0.1% | 110 |
|
|
2023
Q2 | $520K | Sell |
3,596
-47
| -1% | -$6.79K | 0.1% | 110 |
|
|
2023
Q1 | $447K | Hold |
3,643
| – | – | 0.1% | 116 |
|
|
2022
Q4 | $355K | Sell |
3,643
-90
| -2% | -$8.76K | 0.08% | 124 |
|
|
2022
Q3 | $306K | Sell |
3,733
-235
| -6% | -$19.3K | 0.08% | 127 |
|
|
2022
Q2 | $361K | Hold |
3,968
| – | – | 0.09% | 124 |
|
|
2022
Q1 | $523K | Hold |
3,968
| – | – | 0.13% | 105 |
|
|
2021
Q4 | $624K | Buy |
3,968
+90
| +2% | +$14.2K | 0.13% | 106 |
|
|
2021
Q3 | $499K | Sell |
3,878
-10
| -0.3% | -$1.29K | 0.12% | 103 |
|
|
2021
Q2 | $554K | Buy |
3,888
+10
| +0.3% | +$1.43K | 0.19% | 94 |
|
|
2021
Q1 | $518K | Buy |
3,878
+32
| +0.8% | +$4.27K | 0.19% | 88 |
|
|
2020
Q4 | $332K | Buy |
+3,846
| New | +$332K | 0.15% | 94 |
|