Archon Partners’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2013
Q4
Sell
-335,000
Closed -$5.87M 56
2013
Q3
$5.87M Buy
+335,000
New +$5.87M 1.78% 33