Alhambra Investment 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	$343K	Sell	1,875 -75	-4%	-$13.7K	0.17%	126
2025 Q1	$283K	Buy	1,950 +92	+5%	+$13.4K	0.15%	135
2024 Q4	$302K	Buy	+1,858	New	+$302K	0.16%	131