Wealthspire Advisors (New York)’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 | $1.6M | Buy |
8,754
+342
| +4% | +$62.6K | 0.01% | 312 |
|
|
2025
Q1 | $1.22M | Sell |
8,412
-1,390
| -14% | -$202K | 0.01% | 346 |
|
|
2024
Q4 | $1.59M | Sell |
9,802
-495
| -5% | -$80.5K | 0.02% | 282 |
|
|
2024
Q3 | $2.08M | Buy |
10,297
+1,507
| +17% | +$305K | 0.02% | 248 |
|
|
2024
Q2 | $2.07M | Buy |
8,790
+120
| +1% | +$28.3K | 0.03% | 202 |
|
|
2024
Q1 | $1.79M | Sell |
8,670
-753
| -8% | -$155K | 0.02% | 217 |
|
|
2023
Q4 | $1.53M | Buy |
9,423
+628
| +7% | +$102K | 0.02% | 241 |
|
|
2023
Q3 | $1.22M | Buy |
8,795
+3,228
| +58% | +$447K | 0.02% | 251 |
|
|
2023
Q2 | $805K | Sell |
5,567
-28
| -0.5% | -$4.05K | 0.01% | 290 |
|
|
2023
Q1 | $687K | Sell |
5,595
-3,210
| -36% | -$394K | 0.01% | 309 |
|
|
2022
Q4 | $857K | Buy |
8,805
+3,114
| +55% | +$303K | 0.02% | 290 |
|
|
2022
Q3 | $466K | Sell |
5,691
-1,498
| -21% | -$123K | 0.01% | 344 |
|
|
2022
Q2 | $654K | Buy |
7,189
+5,075
| +240% | +$462K | 0.01% | 280 |
|
|
2022
Q1 | $279K | Sell |
2,114
-4,050
| -66% | -$535K | 0.01% | 363 |
|
|
2021
Q4 | $970K | Sell |
6,164
-2,549
| -29% | -$401K | 0.02% | 232 |
|
|
2021
Q3 | $1.12M | Buy |
8,713
+6,591
| +311% | +$849K | 0.02% | 230 |
|
|
2021
Q2 | $302K | Sell |
2,122
-10,141
| -83% | -$1.44M | 0.01% | 289 |
|
|
2021
Q1 | $1.64M | Buy |
12,263
+3,288
| +37% | +$439K | 0.04% | 197 |
|
|
2020
Q4 | $775K | Buy |
8,975
+3,401
| +61% | +$294K | 0.02% | 241 |
|
|
2020
Q3 | $331K | Buy |
5,574
+268
| +5% | +$15.9K | 0.02% | 225 |
|
|
2020
Q2 | $321K | Sell |
5,306
-5,121
| -49% | -$310K | 0.02% | 197 |
|
|
2020
Q1 | $478K | Buy |
10,427
+6,485
| +165% | +$297K | 0.02% | 298 |
|
|
2019
Q4 | $241K | Buy |
+3,942
| New | +$241K | 0.02% | 179 |
|
|
2019
Q1 | – | Sell |
-922
| Closed | -$30K | – | 79 |
|
|
2018
Q4 | $30K | Buy |
+922
| New | +$30K | ﹤0.01% | 255 |
|