WR Wealth Planners’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 | $36.8K | Sell |
226
-448
| -66% | -$72.9K | 0.01% | 354 |
|
|
2024
Q3 | $136K | Sell |
674
-211
| -24% | -$42.6K | 0.04% | 229 |
|
|
2024
Q2 | $209K | Sell |
885
-140
| -14% | -$33K | 0.06% | 165 |
|
|
2024
Q1 | $211K | Buy |
+1,025
| New | +$211K | 0.07% | 163 |
|
|
2023
Q4 | – | Sell |
-90
| Closed | -$12.5K | – | 210 |
|
|
2023
Q3 | $12.5K | Hold |
90
| – | – | ﹤0.01% | 506 |
|
|
2023
Q2 | $13K | Sell |
90
-888
| -91% | -$128K | 0.01% | 501 |
|
|
2023
Q1 | $120K | Buy |
+978
| New | +$120K | 0.05% | 222 |
|