SWA
SFMG Wealth Advisors’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.41M | Sell |
51,400
-473
| -0.9% | -$86.6K | 0.71% | 23 |
|
|
2025
Q1 | $7.53M | Sell |
51,873
-570
| -1% | -$82.7K | 0.59% | 23 |
|
|
2024
Q4 | $8.53M | Sell |
52,443
-2,524
| -5% | -$410K | 0.67% | 20 |
|
|
2024
Q3 | $11.1M | Buy |
54,967
+219
| +0.4% | +$44.2K | 0.9% | 17 |
|
|
2024
Q2 | $12.9M | Sell |
54,748
-653
| -1% | -$154K | 1.12% | 14 |
|
|
2024
Q1 | $11.4M | Sell |
55,401
-685
| -1% | -$141K | 0.98% | 17 |
|
|
2023
Q4 | $9.09M | Buy |
56,086
+456
| +0.8% | +$73.9K | 0.84% | 18 |
|
|
2023
Q3 | $7.7M | Buy |
55,630
+947
| +2% | +$131K | 0.79% | 18 |
|
|
2023
Q2 | $7.9M | Buy |
54,683
+188
| +0.3% | +$27.2K | 0.81% | 17 |
|
|
2023
Q1 | $6.69M | Buy |
54,495
+1,589
| +3% | +$195K | 0.72% | 19 |
|
|
2022
Q4 | $5.15M | Sell |
52,906
-2,395
| -4% | -$233K | 0.57% | 26 |
|
|
2022
Q3 | $4.2M | Buy |
55,301
+2,522
| +5% | +$192K | 0.49% | 26 |
|
|
2022
Q2 | $4.8M | Buy |
52,779
+9,693
| +22% | +$882K | 0.56% | 23 |
|
|
2022
Q1 | $5.68M | Buy |
43,086
+2,559
| +6% | +$337K | 0.56% | 23 |
|
|
2021
Q4 | $6.38M | Buy |
40,527
+1,951
| +5% | +$307K | 0.62% | 20 |
|
|
2021
Q3 | $4.97M | Buy |
38,576
+3,946
| +11% | +$508K | 0.55% | 21 |
|
|
2021
Q2 | $4.93M | Buy |
34,630
+148
| +0.4% | +$21.1K | 0.55% | 21 |
|
|
2021
Q1 | $4.61M | Buy |
34,482
+1,923
| +6% | +$257K | 0.53% | 23 |
|
|
2020
Q4 | $2.81M | Buy |
32,559
+8,863
| +37% | +$765K | 0.36% | 38 |
|
|
2020
Q3 | $1.41M | Buy |
23,696
+3,295
| +16% | +$196K | 0.19% | 48 |
|
|
2020
Q2 | $1.23M | Buy |
20,401
+16,004
| +364% | +$967K | 0.18% | 47 |
|
|
2020
Q1 | $201K | Buy |
+4,397
| New | +$201K | 0.03% | 126 |
|