WOSD
WFA of San Diego’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
+1,968
| New | +$360K | 0.27% | 67 |
|
|
2024
Q3 | $463K | Hold |
2,291
| – | – | 0.39% | 52 |
|
|
2024
Q2 | $541K | Buy |
+2,291
| New | +$541K | 0.48% | 44 |
|
|
2023
Q3 | $345K | Hold |
2,491
| – | – | 0.36% | 62 |
|
|
2023
Q2 | $360K | Hold |
2,491
| – | – | 0.35% | 56 |
|
|
2023
Q1 | $306K | Sell |
2,491
-370
| -13% | -$45.4K | 0.32% | 62 |
|
|
2022
Q4 | $279K | Sell |
2,861
-600
| -17% | -$58.4K | 0.21% | 77 |
|
|
2022
Q3 | $284K | Buy |
3,461
+360
| +12% | +$29.5K | 0.26% | 75 |
|
|
2022
Q2 | $282K | Sell |
3,101
-117
| -4% | -$10.6K | 0.24% | 67 |
|
|
2022
Q1 | $424K | Sell |
3,218
-751
| -19% | -$99K | 0.32% | 63 |
|
|
2021
Q4 | $625K | Sell |
3,969
-1,218
| -23% | -$192K | 0.36% | 60 |
|
|
2021
Q3 | $668K | Buy |
5,187
+1,715
| +49% | +$221K | 0.47% | 48 |
|
|
2021
Q2 | $494K | Sell |
3,472
-743
| -18% | -$106K | 0.38% | 54 |
|
|
2021
Q1 | $563K | Buy |
+4,215
| New | +$563K | 0.47% | 44 |
|
|
2020
Q4 | – | Sell |
-7,620
| Closed | -$453K | – | 94 |
|
|
2020
Q3 | $453K | Sell |
7,620
-120
| -2% | -$7.13K | 0.43% | 49 |
|
|
2020
Q2 | $468K | Buy |
+7,740
| New | +$468K | 0.11% | 160 |
|