Azimuth Capital 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
$1.67M Sell
9,113
-1,485
-14% -$272K 0.06% 186
2025
Q1
$1.54M Sell
10,598
-2,105
-17% -$305K 0.06% 190
2024
Q4
$2.07M Sell
12,703
-1,535
-11% -$250K 0.08% 179
2024
Q3
$2.88M Sell
14,238
-1,871
-12% -$378K 0.11% 172
2024
Q2
$3.8M Sell
16,109
-2,282
-12% -$539K 0.15% 160
2024
Q1
$3.79M Sell
18,391
-3,399
-16% -$701K 0.16% 160
2023
Q4
$3.53M Sell
21,790
-3,360
-13% -$545K 0.16% 162
2023
Q3
$3.48M Sell
25,150
-1,595
-6% -$221K 0.17% 162
2023
Q2
$3.87M Sell
26,745
-1,545
-5% -$223K 0.18% 158
2023
Q1
$3.47M Buy
28,290
+280
+1% +$34.4K 0.17% 167
2022
Q4
$2.73M Buy
28,010
+75
+0.3% +$7.3K 0.14% 177
2022
Q3
$2.29M Buy
27,935
+2,280
+9% +$187K 0.13% 177
2022
Q2
$2.33M Buy
+25,655
New +$2.33M 0.12% 182