Harvey 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
2022 Q4	–	Sell	-16,495	Closed	-$1.35M	–	80
2022 Q3	$1.35M	Sell	16,495 -20,660	-56%	-$1.69M	0.59%	43
2022 Q2	$3.38M	Sell	37,155 -3	-0%	-$273	1.32%	28
2022 Q1	$4.9M	Buy	+37,158	New	+$4.9M	1.51%	26