Number of Shares
40,277.00
Current Holdings Value*
$5.84 Mil
% of Portfolio
2.73%
Total Estimate Gain
$1.62 Mil
% of Total Estimate Gain
23.19%

Evergreen Private Wealth LLC's Applied Materials Inc Holding Summary

As of 2025-03-31, Evergreen Private Wealth LLC held 40,277.00 shares of Applied Materials Inc(AMAT), totaling $5.84 Mil. This investment constitutes 2.73% of their stock portfolio, and Evergreen Private Wealth LLC now holds 0% of the outstanding Applied Materials Inc(AMAT) stock.

The initial trade took place in 2023Q4. And since then Evergreen Private Wealth LLC has made 4 purchases of AMAT, at an average price of $149.13, for a total of 46,936.00 shares. In addition, there have been 1 sales at an average price of $183.46 for 6,659.00 shares. Based on historical transaction data and AMAT's current price of $183.76, Evergreen Private Wealth LLC's estimated gain on his AMAT holdings is $1.62 Mil, reflecting a 23.19% gain to date.

Evergreen Private Wealth LLC AMAT ($183.76) Holding Chart

Evergreen Private Wealth LLC AMAT ($183.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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