SPW
Sonoma Private Wealth’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $968K | Sell |
5,289
-268
| -5% | -$49.1K | 1.19% | 21 |
|
|
2025
Q1 | $806K | Buy |
5,557
+82
| +1% | +$11.9K | 1.12% | 25 |
|
|
2024
Q4 | $890K | Buy |
5,475
+526
| +11% | +$85.5K | 1.44% | 19 |
|
|
2024
Q3 | $1,000K | Buy |
4,949
+38
| +0.8% | +$7.68K | 1.56% | 13 |
|
|
2024
Q2 | $1.16M | Sell |
4,911
-67
| -1% | -$15.8K | 1.88% | 13 |
|
|
2024
Q1 | $1.03M | Sell |
4,978
-478
| -9% | -$98.6K | 1.65% | 13 |
|
|
2023
Q4 | $884K | Sell |
5,456
-601
| -10% | -$97.4K | 1.46% | 16 |
|
|
2023
Q3 | $839K | Buy |
6,057
+162
| +3% | +$22.4K | 1.53% | 16 |
|
|
2023
Q2 | $852K | Sell |
5,895
-147
| -2% | -$21.2K | 1.49% | 17 |
|
|
2023
Q1 | $742K | Buy |
6,042
+917
| +18% | +$113K | 1.48% | 20 |
|
|
2022
Q4 | $499K | Buy |
+5,125
| New | +$499K | 1.1% | 29 |
|