VWA
V Wealth Advisors’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,629
| Closed | -$235K | – | 121 |
|
|
2023
Q2 | $235K | Sell |
1,629
-109
| -6% | -$15.7K | 0.04% | 332 |
|
|
2023
Q1 | $213K | Buy |
+1,738
| New | +$213K | 0.04% | 349 |
|
|
2022
Q2 | – | Sell |
-1,656
| Closed | -$219K | – | 406 |
|
|
2022
Q1 | $219K | Buy |
1,656
+51
| +3% | +$6.75K | 0.04% | 407 |
|
|
2021
Q4 | $252K | Sell |
1,605
-199
| -11% | -$31.2K | 0.04% | 390 |
|
|
2021
Q3 | $232K | Sell |
1,804
-67
| -4% | -$8.62K | 0.04% | 400 |
|
|
2021
Q2 | $267K | Buy |
+1,871
| New | +$267K | 0.04% | 392 |
|
|
2018
Q4 | – | Sell |
-5,470
| Closed | -$213K | – | 215 |
|
|
2018
Q3 | $213K | Buy |
+5,470
| New | +$213K | 0.1% | 206 |
|
|
2018
Q2 | – | Sell |
-40,036
| Closed | -$2.11M | – | 205 |
|
|
2018
Q1 | $2.11M | Buy |
40,036
+1,146
| +3% | +$60.5K | 1.13% | 21 |
|
|
2017
Q4 | $2.12M | Sell |
38,890
-2,132
| -5% | -$116K | 1.07% | 29 |
|
|
2017
Q3 | $2.14M | Buy |
41,022
+838
| +2% | +$43.7K | 1.08% | 24 |
|
|
2017
Q2 | $1.66M | Buy |
40,184
+471
| +1% | +$19.5K | 0.78% | 39 |
|
|
2017
Q1 | $1.54M | Buy |
39,713
+3,260
| +9% | +$126K | 0.95% | 33 |
|
|
2016
Q4 | $1.17M | Buy |
+36,453
| New | +$1.17M | 0.86% | 41 |
|