Invenio Wealth Partners’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,429	Closed	-$232K	–	92
2024 Q4	$232K	Buy	1,429 +35	+3%	+$5.69K	0.1%	88
2024 Q3	$282K	Buy	1,394 +105	+8%	+$21.2K	0.12%	82
2024 Q2	$304K	Buy	1,289 +125	+11%	+$29.5K	0.15%	71
2024 Q1	$240K	Buy	+1,164	New	+$240K	0.13%	87