Karani Asset 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
$1.92M Buy
10,461
+7,651
+272% +$1.4M 1.86% 21
2025
Q1
$408K Sell
2,810
-1,014
-27% -$147K 0.43% 34
2024
Q4
$622K Buy
+3,824
New +$622K 0.58% 27