SWA
Sutton Wealth Advisors’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $115K | Buy |
828
+80
| +11% | +$11.1K | 0.06% | 154 |
|
|
2023
Q2 | $108K | Buy |
748
+441
| +144% | +$63.7K | 0.05% | 161 |
|
|
2023
Q1 | $37.7K | Sell |
307
-5,355
| -95% | -$658K | 0.02% | 232 |
|
|
2022
Q4 | $551K | Sell |
5,662
-1,223
| -18% | -$119K | 0.21% | 77 |
|
|
2022
Q3 | $564K | Buy |
6,885
+1,171
| +20% | +$95.9K | 0.23% | 71 |
|
|
2022
Q2 | $520K | Buy |
5,714
+42
| +0.7% | +$3.82K | 0.21% | 79 |
|
|
2022
Q1 | $748K | Buy |
5,672
+21
| +0.4% | +$2.77K | 0.26% | 67 |
|
|
2021
Q4 | $889K | Buy |
5,651
+3
| +0.1% | +$472 | 0.3% | 56 |
|
|
2021
Q3 | $727K | Buy |
5,648
+6
| +0.1% | +$772 | 0.27% | 65 |
|
|
2021
Q2 | $803K | Hold |
5,642
| – | – | 0.29% | 59 |
|
|
2021
Q1 | $754K | Buy |
5,642
+36
| +0.6% | +$4.81K | 0.3% | 58 |
|
|
2020
Q4 | $484K | Buy |
5,606
+24
| +0.4% | +$2.07K | 0.21% | 83 |
|
|
2020
Q3 | $332K | Hold |
5,582
| – | – | 0.16% | 104 |
|
|
2020
Q2 | $337K | Buy |
5,582
+15
| +0.3% | +$907 | 0.18% | 99 |
|
|
2020
Q1 | $255K | Buy |
5,567
+7
| +0.1% | +$321 | 0.16% | 104 |
|
|
2019
Q4 | $339K | Sell |
5,560
-7
| -0.1% | -$427 | 0.17% | 102 |
|
|
2019
Q3 | $278K | Hold |
5,567
| – | – | 0.16% | 114 |
|
|
2019
Q2 | $250K | Buy |
5,567
+75
| +1% | +$3.37K | 0.14% | 119 |
|
|
2019
Q1 | $218K | Hold |
5,492
| – | – | 0.13% | 129 |
|
|
2018
Q4 | $180K | Sell |
5,492
-531
| -9% | -$17.4K | 0.12% | 141 |
|
|
2018
Q3 | $233K | Buy |
6,023
+551
| +10% | +$21.3K | 0.15% | 113 |
|
|
2018
Q2 | $253K | Hold |
5,472
| – | – | 0.18% | 99 |
|
|
2018
Q1 | $304K | Sell |
5,472
-32
| -0.6% | -$1.78K | 0.22% | 77 |
|
|
2017
Q4 | $281K | Buy |
5,504
+32
| +0.6% | +$1.64K | 0.21% | 83 |
|
|
2017
Q3 | $285K | Hold |
5,472
| – | – | 0.22% | 80 |
|
|
2017
Q2 | $226K | Sell |
5,472
-680
| -11% | -$28.1K | 0.18% | 98 |
|
|
2017
Q1 | $239K | Sell |
6,152
-108
| -2% | -$4.2K | 0.2% | 81 |
|
|
2016
Q4 | $202K | Sell |
6,260
-216
| -3% | -$6.97K | 0.18% | 96 |
|
|
2016
Q3 | $195K | Hold |
6,476
| – | – | 0.18% | 96 |
|
|
2016
Q2 | $155K | Hold |
6,476
| – | – | 0.15% | 120 |
|
|
2016
Q1 | $137K | Buy |
+6,476
| New | +$137K | 0.13% | 142 |
|