LBP AM’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
$2.88M Sell
15,748
-20,423
-56% -$3.74M 0.04% 248
2025
Q1
$5.25M Sell
36,171
-34,909
-49% -$5.07M 0.08% 190
2024
Q4
$11.6M Sell
71,080
-5,529
-7% -$899K 0.16% 121
2024
Q3
$15.5M Buy
76,609
+26,178
+52% +$5.29M 0.23% 93
2024
Q2
$11.9M Sell
50,431
-15,814
-24% -$3.73M 0.49% 53
2024
Q1
$13.7M Sell
66,245
-85,214
-56% -$17.6M 0.54% 43
2023
Q4
$24.5M Sell
151,459
-22,652
-13% -$3.67M 0.54% 49
2023
Q3
$24.1M Sell
174,111
-780
-0.4% -$108K 0.54% 50
2023
Q2
$25.3M Sell
174,891
-56,164
-24% -$8.12M 0.6% 48
2023
Q1
$28.4M Sell
231,055
-19,842
-8% -$2.44M 0.72% 35
2022
Q4
$24.4M Buy
+250,897
New +$24.4M 0.7% 43