Balboa Wealth Partners’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Buy	3,051 +950	+45%	+$320K	0.17%	99
2025 Q4	$540K	Sell	2,101 -453	-18%	-$109K	0.09%	181
2025 Q3	$523K	Sell	2,554 -5,465	-68%	-$992K	0.09%	176
2025 Q2	$1.47M	Buy	8,019 +248	+3%	+$39.3K	0.29%	63
2025 Q1	$1.13M	Sell	7,771 -76	-1%	-$12.8K	0.27%	72
2024 Q4	$1.28M	Buy	7,847 +2,507	+47%	+$454K	0.29%	62
2024 Q3	$1.08M	Buy	5,340 +758	+17%	+$155K	0.27%	70
2024 Q2	$1.08M	Buy	4,582 +765	+20%	+$164K	0.29%	65
2024 Q1	$787K	Buy	3,817 +903	+31%	+$166K	0.23%	80
2023 Q4	$472K	Buy	2,914 +315	+12%	+$46.3K	0.16%	120
2023 Q3	$360K	Buy	2,599 +25	+1%	+$3.58K	0.14%	128
2023 Q2	$372K	Buy	+2,574	New	+$322K	0.13%	138