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