Shepherd Financial Partners’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 | $568K | Buy |
3,101
+83
| +3% | +$15.2K | 0.06% | 146 |
|
|
2025
Q1 | $438K | Buy |
3,018
+126
| +4% | +$18.3K | 0.05% | 164 |
|
|
2024
Q4 | $470K | Sell |
2,892
-280
| -9% | -$45.5K | 0.06% | 145 |
|
|
2024
Q3 | $641K | Buy |
3,172
+411
| +15% | +$83K | 0.08% | 128 |
|
|
2024
Q2 | $652K | Buy |
2,761
+25
| +0.9% | +$5.9K | 0.08% | 126 |
|
|
2024
Q1 | $564K | Buy |
2,736
+25
| +0.9% | +$5.16K | 0.07% | 138 |
|
|
2023
Q4 | $439K | Buy |
2,711
+23
| +0.9% | +$3.73K | 0.06% | 150 |
|
|
2023
Q3 | $372K | Buy |
2,688
+333
| +14% | +$46.1K | 0.06% | 151 |
|
|
2023
Q2 | $340K | Buy |
+2,355
| New | +$340K | 0.05% | 153 |
|
|
2018
Q4 | – | Sell |
-5,160
| Closed | -$238K | – | 124 |
|
|
2018
Q3 | $238K | Hold |
5,160
| – | – | 0.05% | 112 |
|
|
2018
Q2 | $237K | Buy |
+5,160
| New | +$237K | 0.05% | 113 |
|