Holistic Financial Partners’s Applied Materials AMAT Stock Holding History

Holistic Financial Partners’s Portfolio AMAT Stock Details AMAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$287K	Buy
2024 Q3	–	Sell
2024 Q2	$221K	Sell
2024 Q1	$221K	Buy
2018 Q1	–	Sell
2017 Q4	$59K	Buy