BI Asset Management Fondsmaeglerselskab’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$146M	Sell	426,009 -9,829	-2%	-$3.31M	1.52%	11
2025 Q4	$112M	Sell	435,838 -42,619	-9%	-$10.2M	0.99%	14
2025 Q3	$98M	Sell	478,457 -27,758	-5%	-$5.04M	0.88%	20
2025 Q2	$89.2M	Buy	506,215 +198,002	+64%	+$31.4M	0.88%	18
2025 Q1	$44.7M	Sell	308,213 -133,173	-30%	-$22.4M	0.5%	35
2024 Q4	$71.8M	Buy	+441,386	New	+$80M	0.76%	24
2024 Q3	–	Sell	-316,868	Closed	-$74.8M	–	588
2024 Q2	$74.8M	Buy	316,868 +22,048	+7%	+$4.73M	1.22%	12
2024 Q1	$60.8M	Sell	294,820 -17,855	-6%	-$3.28M	1.15%	15
2023 Q4	$50.7M	Buy	312,675 +64,854	+26%	+$9.53M	1.08%	20
2023 Q3	$34.3M	Sell	247,821 -17,341	-7%	-$2.49M	0.8%	25
2023 Q2	$38.3M	Buy	265,162 +36,027	+16%	+$4.51M	0.91%	23
2023 Q1	$28.1M	Sell	229,135 -2,699	-1%	-$310K	0.75%	30
2022 Q4	$22.6M	Buy	231,834 +213,399	+1,158%	+$20.5M	0.6%	43
2022 Q3	$1.51M	Sell	18,435 -6,026	-25%	-$581K	0.08%	152
2022 Q2	$2.23M	Sell	24,461 -64,255	-72%	-$7.05M	0.09%	142
2022 Q1	$11.7M	Sell	88,716 -104,034	-54%	-$14.3M	0.45%	63
2021 Q4	$30.3M	Sell	192,750 -47,907	-20%	-$6.94M	1.12%	22
2021 Q3	$31M	Buy	240,657 +24,980	+12%	+$3.39M	1.17%	18
2021 Q2	$30.7M	Buy	215,677 +35,704	+20%	+$4.79M	1.18%	19
2021 Q1	$24M	Sell	179,973 -312,275	-63%	-$34.4M	0.98%	25
2020 Q4	$42.5M	Sell	492,248 -101,871	-17%	-$7.53M	1.85%	9
2020 Q3	$35.3M	Buy	594,119 +22,007	+4%	+$1.36M	1.6%	10
2020 Q2	$34.6M	Buy	572,112 +407,888	+248%	+$22M	1.77%	6
2020 Q1	$7.53M	Buy	+164,224	New	+$9.43M	0.45%	48