Broad Run Investment Management’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
$31.7M Sell
2025
Q1
$29.8M Sell
2024
Q4
$35.3M Sell
2024
Q3
$44.3M Sell
2024
Q2
$54M Sell
2024
Q1
$57.7M Buy
2023
Q4
$40.9M Sell
2023
Q3
$37.2M Sell
2023
Q2
$39.7M Sell
2023
Q1
$35.4M Sell
2022
Q4
$28.2M Buy
2022
Q3
$23M Sell
2022
Q2
$26.6M Buy
2022
Q1
$30M Buy
2021
Q4
$30.8M Buy
2021
Q3
$21.4M Buy