Wade Financial Advisory’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $776K | Hold |
5,350
| – | – | 0.27% | 43 |
|
2024
Q4 | $870K | Hold |
5,350
| – | – | 0.29% | 43 |
|
2024
Q3 | $1.08M | Hold |
5,350
| – | – | 0.36% | 37 |
|
2024
Q2 | $1.26M | Hold |
5,350
| – | – | 0.45% | 33 |
|
2024
Q1 | $1.1M | Sell |
5,350
-490
| -8% | -$101K | 0.4% | 37 |
|
2023
Q4 | $946K | Hold |
5,840
| – | – | 0.36% | 39 |
|
2023
Q3 | $809K | Hold |
5,840
| – | – | 0.35% | 38 |
|
2023
Q2 | $844K | Sell |
5,840
-272
| -4% | -$39.3K | 0.33% | 39 |
|
2023
Q1 | $751K | Hold |
6,112
| – | – | 0.32% | 40 |
|
2022
Q4 | $595K | Hold |
6,112
| – | – | 0.27% | 44 |
|
2022
Q3 | $501K | Hold |
6,112
| – | – | 0.25% | 49 |
|
2022
Q2 | $556K | Sell |
6,112
-15
| -0.2% | -$1.37K | 0.26% | 48 |
|
2022
Q1 | $808K | Sell |
6,127
-264
| -4% | -$34.8K | 0.35% | 41 |
|
2021
Q4 | $1.01M | Buy |
6,391
+54
| +0.9% | +$8.5K | 0.52% | 34 |
|
2021
Q3 | $816K | Buy |
6,337
+210
| +3% | +$27K | 0.46% | 38 |
|
2021
Q2 | $872K | Buy |
6,127
+15
| +0.2% | +$2.14K | 0.48% | 36 |
|
2021
Q1 | $817K | Hold |
6,112
| – | – | 0.52% | 37 |
|
2020
Q4 | $527K | Hold |
6,112
| – | – | 0.35% | 42 |
|
2020
Q3 | $363K | Hold |
6,112
| – | – | 0.29% | 50 |
|
2020
Q2 | $369K | Hold |
6,112
| – | – | 0.32% | 49 |
|
2020
Q1 | $280K | Hold |
6,112
| – | – | 0.28% | 51 |
|
2019
Q4 | $373K | Buy |
+6,112
| New | +$373K | 0.33% | 45 |
|