Straight Path Wealth Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,562
| Closed | -$253K | – | 92 |
|
2023
Q4 | $253K | Hold |
1,562
| – | – | 0.15% | 75 |
|
2023
Q3 | $216K | Hold |
1,562
| – | – | 0.15% | 72 |
|
2023
Q2 | $226K | Sell |
1,562
-500
| -24% | -$72.3K | 0.16% | 69 |
|
2023
Q1 | $253K | Hold |
2,062
| – | – | 0.2% | 59 |
|
2022
Q4 | $201K | Buy |
+2,062
| New | +$201K | 0.19% | 63 |
|
2022
Q2 | – | Sell |
-1,562
| Closed | -$206K | – | 74 |
|
2022
Q1 | $206K | Hold |
1,562
| – | – | 0.17% | 65 |
|
2021
Q4 | $246K | Buy |
+1,562
| New | +$246K | 0.21% | 64 |
|