DLCIG
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D.L. Carlson Investment Group’s Applied Materials AMAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$843K Sell
4,602
-708
-13% -$130K 0.15% 93
2025
Q1
$771K Sell
5,310
-342
-6% -$49.6K 0.15% 98
2024
Q4
$919K Sell
5,652
-827
-13% -$134K 0.16% 94
2024
Q3
$1.31M Sell
6,479
-8,315
-56% -$1.68M 0.24% 90
2024
Q2
$3.49M Sell
14,794
-46
-0.3% -$10.9K 0.67% 48
2024
Q1
$3.06M Sell
14,840
-7,199
-33% -$1.48M 0.6% 59
2023
Q4
$4.14M Sell
22,039
-10,000
-31% -$1.88M 0.84% 35
2023
Q3
$4.44M Sell
32,039
-110
-0.3% -$15.2K 0.89% 36
2023
Q2
$4.65M Buy
32,149
+3,732
+13% +$539K 0.89% 39
2023
Q1
$3.49M Buy
+28,417
New +$3.49M 0.79% 42