Cambiar Investors’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 | $25.9M | Buy |
141,301
+900
| +0.6% | +$165K | 1.09% | 36 |
|
|
2025
Q1 | $20.4M | Sell |
140,401
-7,260
| -5% | -$1.05M | 0.86% | 41 |
|
|
2024
Q4 | $24M | Buy |
147,661
+9,426
| +7% | +$1.53M | 0.95% | 38 |
|
|
2024
Q3 | $27.9M | Sell |
138,235
-38,601
| -22% | -$7.8M | 1.07% | 36 |
|
|
2024
Q2 | $41.7M | Sell |
176,836
-3,714
| -2% | -$876K | 1.63% | 23 |
|
|
2024
Q1 | $37.2M | Sell |
180,550
-39,060
| -18% | -$8.06M | 1.39% | 31 |
|
|
2023
Q4 | $35.6M | Sell |
219,610
-5,775
| -3% | -$936K | 1.4% | 29 |
|
|
2023
Q3 | $31.2M | Sell |
225,385
-59,075
| -21% | -$8.18M | 1.33% | 32 |
|
|
2023
Q2 | $41.1M | Sell |
284,460
-14,834
| -5% | -$2.14M | 1.74% | 22 |
|
|
2023
Q1 | $36.8M | Sell |
299,294
-12,440
| -4% | -$1.53M | 1.58% | 27 |
|
|
2022
Q4 | $30.4M | Sell |
311,734
-28,107
| -8% | -$2.74M | 1.38% | 34 |
|
|
2022
Q3 | $27.8M | Buy |
339,841
+14,292
| +4% | +$1.17M | 1.4% | 33 |
|
|
2022
Q2 | $29.6M | Buy |
325,549
+107,918
| +50% | +$9.82M | 1.32% | 35 |
|
|
2022
Q1 | $28.7M | Sell |
217,631
-193,633
| -47% | -$25.5M | 1.08% | 43 |
|
|
2021
Q4 | $64.7M | Sell |
411,264
-14,112
| -3% | -$2.22M | 2.22% | 8 |
|
|
2021
Q3 | $54.8M | Buy |
425,376
+48
| +0% | +$6.18K | 1.88% | 15 |
|
|
2021
Q2 | $60.6M | Buy |
425,328
+1,325
| +0.3% | +$189K | 1.95% | 14 |
|
|
2021
Q1 | $56.6M | Sell |
424,003
-157,039
| -27% | -$21M | 1.97% | 13 |
|
|
2020
Q4 | $50.1M | Sell |
581,042
-155,805
| -21% | -$13.4M | 1.96% | 14 |
|
|
2020
Q3 | $43.8M | Sell |
736,847
-54,008
| -7% | -$3.21M | 2% | 14 |
|
|
2020
Q2 | $47.8M | Buy |
790,855
+83,248
| +12% | +$5.03M | 2.19% | 10 |
|
|
2020
Q1 | $32.4M | Buy |
707,607
+249,939
| +55% | +$11.5M | 1.63% | 24 |
|
|
2019
Q4 | $27.9M | Sell |
457,668
-417,002
| -48% | -$25.5M | 0.9% | 44 |
|
|
2019
Q3 | $43.6M | Sell |
874,670
-167,827
| -16% | -$8.37M | 1.4% | 24 |
|
|
2019
Q2 | $46.8M | Buy |
+1,042,497
| New | +$46.8M | 1.21% | 20 |
|