Kovitz Investment Group 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
$132M Buy
721,746
+68,590
+11% +$12.6M 0.56% 44
2025
Q1
$94.8M Buy
653,156
+126,138
+24% +$18.3M 0.48% 59
2024
Q4
$85.7M Buy
527,018
+38,974
+8% +$6.34M 0.42% 65
2024
Q3
$96.6M Buy
488,044
+346,670
+245% +$68.6M 0.69% 39
2024
Q2
$33.4M Buy
141,374
+96,502
+215% +$22.8M 0.29% 62
2024
Q1
$9.25M Buy
44,872
+10,094
+29% +$2.08M 0.12% 128
2023
Q4
$5.64M Buy
34,778
+764
+2% +$124K 0.09% 135
2023
Q3
$4.71M Sell
34,014
-718
-2% -$99.4K 0.08% 149
2023
Q2
$5.02M Sell
34,732
-12,732
-27% -$1.84M 0.07% 154
2023
Q1
$5.83M Sell
47,464
-4,765
-9% -$585K 0.1% 125
2022
Q4
$5.09M Sell
52,229
-5,186
-9% -$505K 0.1% 152
2022
Q3
$4.7M Buy
57,415
+1,331
+2% +$109K 0.11% 148
2022
Q2
$5.1M Buy
56,084
+7,394
+15% +$673K 0.11% 141
2022
Q1
$6.42M Buy
48,690
+8,377
+21% +$1.1M 0.12% 129
2021
Q4
$3.48M Buy
40,313
+233
+0.6% +$20.1K 0.08% 156
2021
Q3
$5.16M Sell
40,080
-945
-2% -$122K 0.1% 143
2021
Q2
$5.84M Buy
41,025
+2,795
+7% +$398K 0.12% 139
2021
Q1
$5.11M Sell
38,230
-2,083
-5% -$278K 0.12% 132
2020
Q4
$3.48M Sell
40,313
-4,377
-10% -$378K 0.08% 154
2020
Q3
$2.66M Buy
44,690
+20,965
+88% +$1.25M 0.07% 164
2020
Q2
$1.43M Buy
+23,725
New +$1.43M 0.04% 209