Bryn Mawr Capital 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
$3.41M Buy
18,613
+1,090
+6% +$200K 0.19% 105
2025
Q1
$2.54M Buy
17,523
+877
+5% +$127K 0.15% 121
2024
Q4
$2.71M Buy
16,646
+3,130
+23% +$509K 0.15% 127
2024
Q3
$2.73M Buy
13,516
+2,129
+19% +$430K 0.15% 133
2024
Q2
$2.69M Buy
11,387
+89
+0.8% +$21K 0.15% 129
2024
Q1
$2.33M Sell
11,298
-244
-2% -$50.3K 0.13% 139
2023
Q4
$1.87M Sell
11,542
-339
-3% -$54.9K 0.12% 154
2023
Q3
$1.64M Buy
11,881
+9,682
+440% +$1.34M 0.11% 159
2023
Q2
$318K Buy
+2,199
New +$318K 0.03% 241