LFRG
Lazard Frères Gestion’s Applied Materials AMAT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $105M | Buy |
571,617
+79,043
| +16% | +$14.5M | 2.19% | 13 |
|
2025
Q1 | $71.5M | Buy |
492,574
+6,373
| +1% | +$925K | 1.74% | 19 |
|
2024
Q4 | $79.1M | Buy |
486,201
+74,118
| +18% | +$12.1M | 1.58% | 20 |
|
2024
Q3 | $83.3M | Buy |
412,083
+80,545
| +24% | +$16.3M | 1.76% | 20 |
|
2024
Q2 | $75.1M | Sell |
331,538
-8,291
| -2% | -$1.88M | 1.73% | 19 |
|
2024
Q1 | $67.1M | Buy |
339,829
+20,211
| +6% | +$3.99M | 1.66% | 23 |
|
2023
Q4 | $49M | Buy |
319,618
+1,501
| +0.5% | +$230K | 1.41% | 27 |
|
2023
Q3 | $42.6M | Buy |
318,117
+126,527
| +66% | +$17M | 1.35% | 26 |
|
2023
Q2 | $26.5M | Buy |
191,590
+120,678
| +170% | +$16.7M | 0.81% | 40 |
|
2023
Q1 | $7.75M | Buy |
+70,912
| New | +$7.75M | 0.29% | 42 |
|