Carmignac Gestion’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 | – | Sell |
-12,530
| Closed | -$1.82M | – | 127 |
|
|
2025
Q1 | $1.82M | Sell |
12,530
-9,215
| -42% | -$1.34M | 0.03% | 107 |
|
|
2024
Q4 | $3.54M | Sell |
21,745
-179,359
| -89% | -$29.2M | 0.06% | 86 |
|
|
2024
Q3 | $40.6M | Sell |
201,104
-64,585
| -24% | -$13M | 0.68% | 34 |
|
|
2024
Q2 | $62.7M | Buy |
265,689
+130,145
| +96% | +$30.7M | 1.08% | 26 |
|
|
2024
Q1 | $28M | Buy |
135,544
+121,732
| +881% | +$25.1M | 0.44% | 42 |
|
|
2023
Q4 | $2.24M | Sell |
13,812
-30,375
| -69% | -$4.92M | 0.04% | 102 |
|
|
2023
Q3 | $6.12M | Sell |
44,187
-28,946
| -40% | -$4.01M | 0.11% | 66 |
|
|
2023
Q2 | $10.6M | Buy |
+73,133
| New | +$10.6M | 0.18% | 57 |
|
|
2022
Q3 | – | Sell |
-4,000
| Closed | -$364K | – | 128 |
|
|
2022
Q2 | $364K | Buy |
+4,000
| New | +$364K | 0.01% | 102 |
|