Ownership history in Beta Wealth Group, Inc. · 17 quarters on record
This page tracks every 13F SEC filing in which Beta Wealth Group, Inc. reported a position in APPLIED MATLS INC (AMAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 3,301 | +400 | +13.8% | 0.27% | $676K | $204.08 |
| 2025 Q2 | ADDED | 2,901 | +1 | +0.0% | 0.19% | $531K | $181.96 |
| 2025 Q1 | ADDED | 2,900 | +600 | +26.1% | 0.15% | $421K | $143.83 |
| 2024 Q4 | ADDED | 2,300 | +300 | +15.0% | 0.17% | $374K | $160.82 |
| 2024 Q1 | REDUCED | 2,000 | -3,101 | -60.8% | 0.20% | $413K | $202.69 |
| 2023 Q4 | REDUCED | 5,101 | -99 | -1.9% | 0.43% | $827K | $159.02 |
| 2023 Q3 | ADDED | 5,200 | +100 | +2.0% | 0.43% | $720K | $135.56 |
| 2023 Q2 | ADDED | 5,100 | +500 | +10.9% | 0.43% | $737K | $141.21 |
| 2023 Q1 | ADDED | 4,600 | +400 | +9.5% | 0.32% | $565K | $119.69 |
| 2022 Q4 | ADDED | 4,200 | +300 | +7.7% | 0.27% | $409K | $94.67 |
As of 2025 Q4 — sorted by position size