Luminist Capital’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.01K Sell
33
-30
-48% -$5.46K 0.01% 216
2025
Q1
$9.15K Sell
63
-42
-40% -$6.1K 0.01% 135
2024
Q4
$17K Buy
+105
New +$17K 0.03% 99