Insight Inv LLC’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.87M	Sell	14,263 -215	-1%	-$72.3K	2.67%	5
2025 Q4	$3.72M	Buy	14,478 +2	+0%	+$479	2.09%	10
2025 Q3	$2.96M	Buy	14,476 +3,793	+36%	+$688K	1.74%	18
2025 Q2	$1.96M	Sell	10,683 -280	-3%	-$44.4K	1.31%	35
2025 Q1	$1.59M	Buy	10,963 +192	+2%	+$32.3K	1.09%	42
2024 Q4	$1.75M	Sell	10,771 -478	-4%	-$86.6K	1.22%	38
2024 Q3	$2.27M	Sell	11,249 -985	-8%	-$202K	1.91%	19
2024 Q2	$2.89M	Sell	12,234 -120	-1%	-$25.8K	2.49%	8
2024 Q1	$2.55M	Sell	12,354 -15	-0.1%	-$2.75K	2.21%	10
2023 Q4	$2M	Sell	12,369 -10	-0.1%	-$1.47K	1.96%	14
2023 Q3	$1.66M	Sell	12,379 -275	-2%	-$39.4K	1.84%	24
2023 Q2	$1.83M	Sell	12,654 -100	-0.8%	-$12.5K	1.88%	17
2023 Q1	$1.57M	Sell	12,754 -1,010	-7%	-$116K	1.69%	26
2022 Q4	$1.34M	Buy	13,764 +485	+4%	+$46.5K	1.35%	36
2022 Q3	$1.09M	Sell	13,279 -200	-1%	-$19.3K	1.21%	39
2022 Q2	$1.23M	Hold	13,479	–	–	1.24%	36
2022 Q1	$1.78M	Sell	13,479 -285	-2%	-$39.2K	1.61%	24
2021 Q4	$2.17M	Buy	+13,764	New	+$1.99M	1.99%	11