SWM
Selective Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Buy |
1,753
+2
| +0.1% | +$391 | 0.13% | 76 |
|
|
2025
Q1 | $254K | Sell |
1,751
-1
| -0.1% | -$145 | 0.11% | 84 |
|
|
2024
Q4 | $304K | Buy |
1,752
+2
| +0.1% | +$347 | 0.12% | 77 |
|
|
2024
Q3 | $352K | Buy |
1,750
+5
| +0.3% | +$1.01K | 0.15% | 77 |
|
|
2024
Q2 | $439K | Buy |
1,745
+1
| +0.1% | +$251 | 0.19% | 64 |
|
|
2024
Q1 | $365K | Sell |
1,744
-18
| -1% | -$3.77K | 0.16% | 72 |
|
|
2023
Q4 | $263K | Sell |
1,762
-19
| -1% | -$2.84K | 0.13% | 74 |
|
|
2023
Q3 | $248K | Buy |
1,781
+4
| +0.2% | +$557 | 0.14% | 69 |
|
|
2023
Q2 | $250K | Buy |
+1,777
| New | +$250K | 0.12% | 95 |
|
|
2022
Q4 | $209K | Buy |
+1,906
| New | +$209K | 0.11% | 118 |
|
|
2021
Q1 | – | Sell |
-400
| Closed | -$35K | – | 388 |
|
|
2020
Q4 | $35K | Hold |
400
| – | – | 0.02% | 133 |
|
|
2020
Q3 | $24K | Hold |
400
| – | – | 0.02% | 136 |
|
|
2020
Q2 | $24K | Hold |
400
| – | – | 0.02% | 152 |
|
|
2020
Q1 | $18K | Hold |
400
| – | – | 0.03% | 112 |
|
|
2019
Q4 | $24K | Buy |
+400
| New | +$24K | 0.03% | 108 |
|
|
2018
Q3 | $23K | Buy |
+602
| New | +$23K | 0.28% | 51 |
|