WealthSource Partners’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $393K | Sell |
2,426
-1,244
| -34% | -$202K | 0.03% | 367 |
|
|
2023
Q3 | $508K | Sell |
3,670
-63
| -2% | -$8.72K | 0.03% | 307 |
|
|
2023
Q2 | $540K | Buy |
3,733
+1,494
| +67% | +$216K | 0.04% | 300 |
|
|
2023
Q1 | $275K | Buy |
+2,239
| New | +$275K | 0.02% | 420 |
|
|
2022
Q4 | – | Sell |
-6,752
| Closed | -$553K | – | 480 |
|
|
2022
Q3 | $553K | Sell |
6,752
-525
| -7% | -$43K | 0.04% | 287 |
|
|
2022
Q2 | $662K | Sell |
7,277
-659
| -8% | -$60K | 0.05% | 254 |
|
|
2022
Q1 | $1.05M | Buy |
7,936
+1,804
| +29% | +$238K | 0.07% | 211 |
|
|
2021
Q4 | $965K | Sell |
6,132
-1,805
| -23% | -$284K | 0.08% | 190 |
|
|
2021
Q3 | $1.02M | Buy |
7,937
+2,465
| +45% | +$317K | 0.09% | 171 |
|
|
2021
Q2 | $779K | Buy |
5,472
+2,294
| +72% | +$327K | 0.07% | 201 |
|
|
2021
Q1 | $425K | Buy |
3,178
+260
| +9% | +$34.8K | 0.04% | 270 |
|
|
2020
Q4 | $252K | Buy |
+2,918
| New | +$252K | 0.03% | 322 |
|