Claret Asset 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	$237K	Buy	+1,292	New	+$237K	0.03%	201
2021 Q3	–	Sell	-1,516	Closed	-$216K	–	181
2021 Q2	$216K	Hold	1,516	–	–	0.04%	184
2021 Q1	$203K	Buy	+1,516	New	+$203K	0.04%	182