Holistic Financial Partners’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-935	Closed	-$221K	–	122
2024 Q2	$221K	Sell	935 -139	-13%	-$32.8K	0.11%	106
2024 Q1	$221K	Buy	+1,074	New	+$221K	0.11%	115
2018 Q1	–	Sell	-1,162	Closed	-$59K	–	444
2017 Q4	$59K	Buy	+1,162	New	+$59K	0.05%	176