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Applied Materials shares owned by UMA Financial Services

Quarter-by-quarter ownership of Applied Materials (AMAT) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Applied Materials

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All positions including Applied Materials held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Applied Materials by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $491k 2.6k 191.02
2024-06-30 $633k 2.6k 245.84
2024-03-31 $638k 3.0k 209.48
2023-12-31 $497k 3.0k 168.30
2023-09-30 $413k 3.0k 140.15
2023-06-30 $515k 3.5k 145.47
2023-03-31 $391k 3.5k 110.34
2022-12-31 $350k 3.1k 112.99
2022-09-30 $276k 3.1k 89.06
2022-06-30 $330k 3.1k 106.49
2022-03-31 $772k 6.5k 118.77
2021-12-31 $980k 6.5k 150.77
2021-09-30 $855k 6.5k 131.54
2021-06-30 $892k 6.5k 137.23
2021-03-31 $930k 6.5k 143.08
2020-12-31 $737k 6.5k 113.38
2020-09-30 $392k 6.5k 60.31
2020-06-30 $424k 6.5k 65.23