Jacobsen 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
$278K Buy
+1,516
New +$278K 0.1% 85
2025
Q1
Sell
-1,289
Closed -$210K 102
2024
Q4
$210K Buy
1,289
+131
+11% +$21.3K 0.09% 90
2024
Q3
$234K Sell
1,158
-55
-5% -$11.1K 0.1% 86
2024
Q2
$286K Buy
1,213
+100
+9% +$23.6K 0.13% 66
2024
Q1
$230K Buy
+1,113
New +$230K 0.11% 80