Bristol Gate Capital Partners’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$78.9M Sell
2025
Q1
$76.8M Buy
2024
Q4
$62.4M Buy
2024
Q3
$76.9M Sell
2024
Q2
$90.2M Sell
2024
Q1
$102M Sell
2023
Q4
$100M Sell
2023
Q3
$88.8M Sell
2023
Q2
$95.2M Sell
2023
Q1
$95.7M Buy
2022
Q4
$75.3M Sell
2022
Q3
$64.4M Buy
2022
Q2
$56.4M Sell
2022
Q1
$83.1M Buy
2021
Q4
$95.5M Buy
2021
Q3
$77.7M Buy
2021
Q2
$83.7M Sell
2021
Q1
$105M Buy