Applied Finance Capital Management’s Applied Materials AMAT Stock Holding History

Applied Finance Capital Management’s Portfolio AMAT Stock Details AMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$39.8M	Buy
2025 Q1	$30.7M	Sell
2024 Q4	$48.3M	Buy
2024 Q3	$1.76M	Sell
2024 Q2	$2.36M	Buy