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Engrave Wealth Partners LLC

SEC CIK
0001806222
Latest filing
Jan 16, 2024

AMAT holding history

Applied Materials Inc in every 13F filed by Engrave Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMAT overviewAll 13F holders of AMATFull Q4 2023 holdings

Shares (Q4 2023)
3,444
Value
$558.1K
% of portfolio
0.2%
Quarters held
7
Since Q2 2021
Holdings of AMAT by Engrave Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20233,444$558.1K0.2%+355+11.5%AddedHolders
Q3 20233,089$427.7K0.1%−112−3.5%ReducedHolders
Q2 20233,201$462.7K0.1%−30−0.9%ReducedHolders
Q1 20233,231$357.4K0.1%−40−1.2%ReducedHolders
Q4 20223,271$358.8K0.1%+3,271NewHolders
Q4 20210$00.0%−3,194−100.0%Sold outHolders
Q3 20213,194$411.0K0.1%+463+17.0%AddedHolders
Q2 20212,731$389.0K0.1%+2,731NewHolders