HAM
Honeycomb Asset Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-500,000
| Closed | -$27.8M | – | 26 |
|
|
2018
Q1 | $27.8M | Buy |
500,000
+200,000
| +67% | +$11.1M | 4.92% | 7 |
|
|
2017
Q4 | $15.3M | Sell |
300,000
-98,500
| -25% | -$5.04M | 1.92% | 13 |
|
|
2017
Q3 | $20.8M | Buy |
398,500
+198,500
| +99% | +$10.3M | 2.3% | 12 |
|
|
2017
Q2 | $8.26M | Buy |
+200,000
| New | +$8.26M | 1.83% | 16 |
|