WMG 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,566
| Closed | -$316K | – | 173 |
|
2024
Q3 | $316K | Sell |
1,566
-38
| -2% | -$7.68K | 0.14% | 106 |
|
2024
Q2 | $379K | Buy |
+1,604
| New | +$379K | 0.2% | 72 |
|
2022
Q2 | – | Sell |
-2,514
| Closed | -$332K | – | 146 |
|
2022
Q1 | $332K | Buy |
2,514
+462
| +23% | +$61K | 0.24% | 99 |
|
2021
Q4 | $323K | Buy |
+2,052
| New | +$323K | 0.25% | 107 |
|