PCG Asset Management’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
$513K Sell
2,800
-155
-5% -$28.4K 0.44% 51
2025
Q1
$429K Sell
2,955
-10
-0.3% -$1.45K 0.4% 54
2024
Q4
$482K Buy
+2,965
New +$482K 0.42% 52