L. Roy Papp & Associates’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$480K	Sell	1,405 -565	-29%	-$190K	0.06%	130
2025 Q4	$506K	Sell	1,970 -162	-8%	-$38.8K	0.06%	130
2025 Q3	$437K	Buy	2,132 +100	+5%	+$18.1K	0.05%	138
2025 Q2	$372K	Hold	2,032	–	–	0.04%	143
2025 Q1	$295K	Buy	2,032 +662	+48%	+$111K	0.04%	148
2024 Q4	$223K	Sell	1,370 -145	-10%	-$26.3K	0.03%	172
2024 Q3	$306K	Hold	1,515	–	–	0.04%	147
2024 Q2	$358K	Hold	1,515	–	–	0.04%	137
2024 Q1	$312K	Sell	1,515 -50	-3%	-$9.17K	0.04%	145
2023 Q4	$254K	Sell	1,565 -50	-3%	-$7.35K	0.03%	156
2023 Q3	$224K	Hold	1,615	–	–	0.03%	158
2023 Q2	$233K	Buy	+1,615	New	+$202K	0.03%	162