SFS
Summit Financial Strategies’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $948K | Hold |
5,180
| – | – | 0.09% | 63 |
|
|
2025
Q1 | $752K | Sell |
5,180
-147
| -3% | -$21.3K | 0.08% | 65 |
|
|
2024
Q4 | $866K | Buy |
5,327
+66
| +1% | +$10.7K | 0.1% | 61 |
|
|
2024
Q3 | $1.06M | Sell |
5,261
-160
| -3% | -$32.3K | 0.12% | 55 |
|
|
2024
Q2 | $1.28M | Sell |
5,421
-75
| -1% | -$17.7K | 0.16% | 51 |
|
|
2024
Q1 | $1.13M | Sell |
5,496
-48
| -0.9% | -$9.9K | 0.16% | 48 |
|
|
2023
Q4 | $899K | Hold |
5,544
| – | – | 0.14% | 55 |
|
|
2023
Q3 | $768K | Hold |
5,544
| – | – | 0.15% | 52 |
|
|
2023
Q2 | $801K | Hold |
5,544
| – | – | 0.15% | 51 |
|
|
2023
Q1 | $681K | Buy |
5,544
+85
| +2% | +$10.4K | 0.13% | 56 |
|
|
2022
Q4 | $532K | Buy |
5,459
+140
| +3% | +$13.6K | 0.11% | 61 |
|
|
2022
Q3 | $436K | Sell |
5,319
-11
| -0.2% | -$902 | 0.1% | 67 |
|
|
2022
Q2 | $485K | Hold |
5,330
| – | – | 0.11% | 63 |
|
|
2022
Q1 | $702K | Hold |
5,330
| – | – | 0.14% | 47 |
|
|
2021
Q4 | $839K | Hold |
5,330
| – | – | 0.16% | 47 |
|
|
2021
Q3 | $686K | Hold |
5,330
| – | – | 0.13% | 50 |
|
|
2021
Q2 | $759K | Buy |
5,330
+300
| +6% | +$42.7K | 0.15% | 46 |
|
|
2021
Q1 | $672K | Sell |
5,030
-29
| -0.6% | -$3.87K | 0.24% | 28 |
|
|
2020
Q4 | $437K | Sell |
5,059
-498
| -9% | -$43K | 0.15% | 46 |
|
|
2020
Q3 | $330K | Hold |
5,557
| – | – | 0.13% | 49 |
|
|
2020
Q2 | $336K | Buy |
+5,557
| New | +$336K | 0.15% | 48 |
|
|
2020
Q1 | – | Sell |
-5,557
| Closed | -$339K | – | 58 |
|
|
2019
Q4 | $339K | Buy |
+5,557
| New | +$339K | 0.17% | 43 |
|