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Root Financial Partners’s Applied Materials AMAT Stock Holding History

Root Financial Partners’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$293K Buy
1,600
+218
+16% +$39.9K 0.03% 183
2025
Q1 		$201K Sell
1,382
-68
-5% -$9.87K 0.02% 206
2024
Q4 		$236K Buy
+1,450
New +$236K 0.03% 185