DM
Delphi Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
8,255
-90
| -1% | -$16.5K | 1.46% | 16 |
|
|
2025
Q1 | $1.21M | Buy |
8,345
+1,040
| +14% | +$151K | 1.23% | 55 |
|
|
2024
Q4 | $1.19M | Buy |
7,305
+1,052
| +17% | +$171K | 1.15% | 61 |
|
|
2024
Q3 | $1.26M | Sell |
6,253
-1,492
| -19% | -$301K | 1.15% | 63 |
|
|
2024
Q2 | $1.83M | Sell |
7,745
-175
| -2% | -$41.3K | 1.49% | 15 |
|
|
2024
Q1 | $1.63M | Sell |
7,920
-772
| -9% | -$159K | 1.27% | 50 |
|
|
2023
Q4 | $1.41M | Hold |
8,692
| – | – | 1.3% | 45 |
|
|
2023
Q3 | $1.2M | Sell |
8,692
-1,061
| -11% | -$147K | 1.23% | 51 |
|
|
2023
Q2 | $1.41M | Buy |
+9,753
| New | +$1.41M | 1.47% | 10 |
|
|
2022
Q4 | $1.2M | Buy |
+12,287
| New | +$1.2M | 1.45% | 31 |
|
|
2021
Q4 | $1.41M | Buy |
8,976
+576
| +7% | +$90.6K | 1.33% | 33 |
|
|
2021
Q3 | $1.08M | Sell |
8,400
-230
| -3% | -$29.6K | 1.11% | 46 |
|
|
2021
Q2 | $1.23M | Sell |
8,630
-1,685
| -16% | -$240K | 1.17% | 35 |
|
|
2021
Q1 | $1.38M | Buy |
+10,315
| New | +$1.38M | 1.46% | 13 |
|
|
2019
Q3 | $475K | Sell |
9,526
-2,356
| -20% | -$117K | 0.46% | 82 |
|
|
2019
Q2 | $534K | Buy |
11,882
+85
| +0.7% | +$3.82K | 0.48% | 78 |
|
|
2019
Q1 | $468K | Buy |
11,797
+47
| +0.4% | +$1.87K | 0.43% | 79 |
|
|
2018
Q4 | $385K | Sell |
11,750
-23,905
| -67% | -$783K | 0.35% | 74 |
|
|
2018
Q3 | $1.38M | Sell |
35,655
-7,500
| -17% | -$290K | 0.89% | 66 |
|
|
2018
Q2 | $2.1M | Sell |
43,155
-1,042
| -2% | -$50.7K | 1.29% | 37 |
|
|
2018
Q1 | $2.46M | Buy |
+44,197
| New | +$2.46M | 1.5% | 13 |
|