WMA
Wealth Management Associates’s Applied Materials AMAT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $296K | Buy |
1,618
+84
| +5% | +$15.4K | 0.12% | 162 |
|
2025
Q1 | $223K | Hold |
1,534
| – | – | 0.1% | 192 |
|
2024
Q4 | $249K | Sell |
1,534
-518
| -25% | -$84.2K | 0.11% | 176 |
|
2024
Q3 | $415K | Buy |
2,052
+272
| +15% | +$55K | 0.18% | 121 |
|
2024
Q2 | $420K | Hold |
1,780
| – | – | 0.2% | 97 |
|
2024
Q1 | $420K | Buy |
+1,780
| New | +$420K | 0.2% | 97 |
|
2021
Q1 | – | Sell |
-4,220
| Closed | -$364K | – | 187 |
|
2020
Q4 | $364K | Sell |
4,220
-747
| -15% | -$64.5K | 0.24% | 106 |
|
2020
Q3 | $295K | Hold |
4,967
| – | – | 0.23% | 109 |
|
2020
Q2 | $300K | Buy |
4,967
+412
| +9% | +$24.9K | 0.25% | 95 |
|
2020
Q1 | $209K | Sell |
4,555
-511
| -10% | -$23.4K | 0.21% | 107 |
|
2019
Q4 | $309K | Sell |
5,066
-502
| -9% | -$30.6K | 0.22% | 102 |
|
2019
Q3 | $278K | Buy |
+5,568
| New | +$278K | 0.22% | 108 |
|