Valmark Advisers’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 | $414K | Buy |
2,259
+393
| +21% | +$72K | 0.01% | 474 |
|
2025
Q1 | $271K | Buy |
1,866
+4
| +0.2% | +$581 | ﹤0.01% | 535 |
|
2024
Q4 | $303K | Buy |
1,862
+63
| +4% | +$10.2K | ﹤0.01% | 508 |
|
2024
Q3 | $363K | Buy |
1,799
+346
| +24% | +$69.9K | 0.01% | 467 |
|
2024
Q2 | $343K | Buy |
1,453
+369
| +34% | +$87.1K | 0.01% | 446 |
|
2024
Q1 | $224K | Buy |
+1,084
| New | +$224K | ﹤0.01% | 508 |
|
2023
Q4 | – | Sell |
-1,552
| Closed | -$215K | – | 495 |
|
2023
Q3 | $215K | Buy |
+1,552
| New | +$215K | ﹤0.01% | 450 |
|