Wellspring Financial Advisors’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 | $341K | Buy |
1,861
+215
| +13% | +$39.4K | 0.03% | 104 |
|
|
2025
Q1 | $239K | Sell |
1,646
-91
| -5% | -$13.2K | 0.03% | 115 |
|
|
2024
Q4 | $282K | Buy |
1,737
+557
| +47% | +$90.6K | 0.03% | 102 |
|
|
2024
Q3 | $239K | Sell |
1,180
-8
| -0.7% | -$1.62K | 0.03% | 137 |
|
|
2024
Q2 | $280K | Buy |
1,188
+28
| +2% | +$6.61K | 0.04% | 111 |
|
|
2024
Q1 | $239K | Buy |
+1,160
| New | +$239K | 0.04% | 109 |
|