Kanawha 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
$632K Hold
3,454
0.05% 144
2025
Q1
$501K Hold
3,454
0.04% 152
2024
Q4
$562K Sell
3,454
-61
-2% -$9.92K 0.04% 149
2024
Q3
$710K Sell
3,515
-31
-0.9% -$6.26K 0.05% 143
2024
Q2
$837K Buy
3,546
+519
+17% +$122K 0.07% 134
2024
Q1
$624K Buy
3,027
+61
+2% +$12.6K 0.05% 144
2023
Q4
$481K Sell
2,966
-150
-5% -$24.3K 0.04% 152
2023
Q3
$431K Buy
3,116
+61
+2% +$8.45K 0.04% 154
2023
Q2
$442K Sell
3,055
-100
-3% -$14.5K 0.04% 153
2023
Q1
$388K Sell
3,155
-300
-9% -$36.8K 0.04% 158
2022
Q4
$336K Buy
3,455
+654
+23% +$63.6K 0.03% 171
2022
Q3
$229K Sell
2,801
-334
-11% -$27.3K 0.03% 187
2022
Q2
$285K Hold
3,135
0.03% 173
2022
Q1
$413K Sell
3,135
-22
-0.7% -$2.9K 0.04% 154
2021
Q4
$497K Hold
3,157
0.04% 147
2021
Q3
$406K Buy
3,157
+7
+0.2% +$900 0.04% 156
2021
Q2
$449K Hold
3,150
0.04% 153
2021
Q1
$421K Buy
3,150
+103
+3% +$13.8K 0.04% 152
2020
Q4
$263K Buy
+3,047
New +$263K 0.03% 183