Peak Financial Advisors’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	-6,678	Closed	-$1.09M	–	73
2024 Q4	$1.09M	Sell	6,678 -9,149	-58%	-$1.49M	0.56%	41
2024 Q3	$3.2M	Buy	+15,827	New	+$3.2M	1.64%	18
2024 Q1	–	Sell	-16,065	Closed	-$2.6M	–	71
2023 Q4	$2.6M	Buy	+16,065	New	+$2.6M	1.74%	20