GKV Capital 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	$755K	Sell	4,122 -11,579	-74%	-$2.12M	0.33%	53
2025 Q1	$2.28M	Sell	15,701 -3,805	-20%	-$552K	1.13%	26
2024 Q4	$3.17M	Buy	+19,506	New	+$3.17M	1.29%	23