Avalon Capital Management’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,163	Closed	-$235K	–	132
2024 Q3	$235K	Sell	1,163 -165	-12%	-$33.3K	0.07%	118
2024 Q2	$313K	Buy	1,328 +282	+27%	+$66.5K	0.1%	97
2024 Q1	$216K	Buy	+1,046	New	+$216K	0.09%	92