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Applied Materials shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Applied Materials (AMAT) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Applied Materials

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All positions including Applied Materials held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Applied Materials by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $385k 1.9k 202.05
2024-06-30 $488k 2.1k 235.99
2024-03-31 $464k 2.2k 206.23
2023-12-31 $364k 2.2k 162.07
2023-09-30 $311k 2.2k 138.45
2023-06-30 $325k 2.2k 144.54
2021-12-31 $217k 1.4k 157.25