Polaris Wealth Advisory Group, LLC AMAT Holdings History
Polaris Wealth Advisory Group, LLC's Applied Materials Inc Holding Summary
As of 2023-09-30, Polaris Wealth Advisory Group, LLC held 97,317.00 shares of Applied Materials Inc(AMAT), totaling $13.47 Mil. This investment constitutes 1.03% of their stock portfolio, and Polaris Wealth Advisory Group, LLC now holds 0.01% of the outstanding Applied Materials Inc(AMAT) stock.
The initial trade took place in 2018Q2. And since then Polaris Wealth Advisory Group, LLC has made 7 purchases of AMAT, at an average price of $56.00, for a total of 1.61 Mil shares. In addition, there have been 9 sales at an average price of $56.84 for 1.51 Mil shares. Based on historical transaction data and AMAT's current price of $194.81, Polaris Wealth Advisory Group, LLC's estimated gain on his AMAT holdings is $14.76 Mil, reflecting a 16.42% gain to date.
Polaris Wealth Advisory Group, LLC AMAT ($194.81) Holding Chart
Polaris Wealth Advisory Group, LLC AMAT ($194.81) 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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