CVM

Cheviot Value Management’s Applied Materials AMAT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$954K	Sell	5,161 -283	-5%	-$52.3K	0.11%	60
2025 Q1	$842K	Buy	5,444 +394	+8%	+$60.9K	0.1%	58
2024 Q4	$821K	Sell	5,050 -301	-6%	-$49K	0.16%	46
2024 Q3	$1.08M	Hold	5,351	–	–	0.2%	42
2024 Q2	$1.26M	Sell	5,351 -200	-4%	-$47.2K	0.25%	39
2024 Q1	$1.14M	Hold	5,551	–	–	0.25%	33
2023 Q4	$900K	Hold	5,551	–	–	0.19%	42
2023 Q3	$769K	Hold	5,551	–	–	0.17%	43
2023 Q2	$802K	Sell	5,551 -100	-2%	-$14.5K	0.17%	40
2023 Q1	$694K	Hold	5,651	–	–	0.17%	42
2022 Q4	$550K	Hold	5,651	–	–	0.14%	45
2022 Q3	$463K	Hold	5,651	–	–	0.13%	47
2022 Q2	$514K	Sell	5,651 -125	-2%	-$11.4K	0.13%	50
2022 Q1	$761K	Hold	5,776	–	–	0.16%	45
2021 Q4	$909K	Hold	5,776	–	–	0.21%	42
2021 Q3	$744K	Sell	5,776 -500	-8%	-$64.4K	0.19%	46
2021 Q2	$894K	Sell	6,276 -165	-3%	-$23.5K	0.22%	46
2021 Q1	$861K	Hold	6,441	–	–	0.24%	43
2020 Q4	$556K	Hold	6,441	–	–	0.17%	47
2020 Q3	$383K	Hold	6,441	–	–	0.13%	43
2020 Q2	$389K	Hold	6,441	–	–	0.15%	44
2020 Q1	$295K	Buy	6,441 +1,441	+29%	+$66K	0.13%	48
2019 Q4	$305K	Hold	5,000	–	–	0.12%	62
2019 Q3	$249K	Hold	5,000	–	–	0.11%	63
2019 Q2	$225K	Buy	+5,000	New	+$225K	0.1%	64
2018 Q3	–	Sell	-5,000	Closed	-$231K	–	68
2018 Q2	$231K	Hold	5,000	–	–	0.11%	65
2018 Q1	$278K	Sell	5,000 -1,000	-17%	-$55.6K	0.14%	57
2017 Q4	$307K	Sell	6,000 -1,000	-14%	-$51.2K	0.16%	45
2017 Q3	$365K	Sell	7,000 -1,000	-13%	-$52.1K	0.2%	41
2017 Q2	$330K	Sell	8,000 -2,527	-24%	-$104K	0.19%	40
2017 Q1	$410K	Sell	10,527 -2,000	-16%	-$77.9K	0.23%	39
2016 Q4	$404K	Buy	+12,527	New	+$404K	0.24%	38