LWM
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Lyell Wealth Management’s Applied Materials AMAT Stock Holding History

Lyell Wealth Management’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,288
Closed -$260K – 201
2024
Q3 		$260K Sell
1,288
-20
-2% -$4.04K 0.02% 187
2024
Q2 		$309K Buy
1,308
+104
+9% +$24.5K 0.03% 169
2024
Q1 		$248K Buy
+1,204
New +$248K 0.03% 181