Ironvine Capital Partners’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	$8.61M	Buy	47,024 +1,728	+4%	+$316K	0.89%	29
2025 Q1	$6.57M	Buy	45,296 +13,442	+42%	+$1.95M	0.71%	30
2024 Q4	$5.18M	Buy	31,854 +27,922	+710%	+$4.54M	0.56%	30
2024 Q3	$794K	Buy	+3,932	New	+$794K	0.09%	39