AA Financial Advisors’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Sell
1,484
-581
-28% -$106K 0.06% 162
2025
Q1
$300K Buy
2,065
+177
+9% +$25.7K 0.07% 132
2024
Q4
$307K Buy
1,888
+4
+0.2% +$651 0.08% 131
2024
Q3
$381K Buy
1,884
+130
+7% +$26.3K 0.11% 116
2024
Q2
$414K Buy
1,754
+204
+13% +$48.1K 0.15% 106
2024
Q1
$320K Buy
+1,550
New +$320K 0.13% 118