Strategic Wealth 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 | $395K | Buy |
+2,155
| New | +$395K | 0.03% | 240 |
|
|
2024
Q4 | $491K | Sell |
2,667
-173
| -6% | -$31.9K | 0.04% | 211 |
|
|
2024
Q3 | $574K | Sell |
2,840
-36
| -1% | -$7.27K | 0.06% | 192 |
|
|
2024
Q2 | $679K | Buy |
2,876
+207
| +8% | +$48.8K | 0.07% | 168 |
|
|
2024
Q1 | $550K | Buy |
+2,669
| New | +$550K | 0.06% | 188 |
|
|
2019
Q4 | – | Sell |
-268
| Closed | -$13 | – | 149 |
|
|
2019
Q3 | $13 | Buy |
268
+1
| +0.4% | – | ﹤0.01% | 474 |
|
|
2019
Q2 | $12K | Hold |
267
| – | – | 0.01% | 463 |
|
|
2019
Q1 | $11K | Sell |
267
-60
| -18% | -$2.47K | 0.01% | 473 |
|
|
2018
Q4 | $11K | Buy |
327
+60
| +22% | +$2.02K | 0.01% | 430 |
|
|
2018
Q3 | $10K | Sell |
267
-38
| -12% | -$1.42K | 0.01% | 475 |
|
|
2018
Q2 | $14K | Buy |
305
+150
| +97% | +$6.89K | 0.01% | 479 |
|
|
2018
Q1 | $9K | Buy |
155
+72
| +87% | +$4.18K | ﹤0.01% | 566 |
|
|
2017
Q4 | $5K | Buy |
+83
| New | +$5K | ﹤0.01% | 605 |
|