LAM
Lountzis Asset Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Buy |
120,255
+36
| +0% | +$6.59K | 7.75% | 2 |
|
|
2025
Q1 | $18.1M | Buy |
120,219
+13,570
| +13% | +$2.05M | 6.85% | 3 |
|
|
2024
Q4 | $17.3M | Sell |
106,649
-800
| -0.7% | -$130K | 7.34% | 4 |
|
|
2024
Q3 | $21.7M | Buy |
107,449
+568
| +0.5% | +$115K | 9.03% | 2 |
|
|
2024
Q2 | $25.2M | Sell |
106,881
-141
| -0.1% | -$33.3K | 11.79% | 2 |
|
|
2024
Q1 | $22.1M | Buy |
107,022
+200
| +0.2% | +$41.2K | 10.45% | 2 |
|
|
2023
Q4 | $17.3M | Sell |
106,822
-1,007
| -0.9% | -$163K | 9.45% | 2 |
|
|
2023
Q3 | $14.9M | Hold |
107,829
| – | – | 8.34% | 2 |
|
|
2023
Q2 | $15.3M | Sell |
107,829
-2,863
| -3% | -$406K | 8.44% | 2 |
|
|
2023
Q1 | $13.6M | Buy |
110,692
+575
| +0.5% | +$70.6K | 8.05% | 2 |
|
|
2022
Q4 | $13M | Sell |
110,117
-4,560
| -4% | -$537K | 7.78% | 2 |
|
|
2022
Q3 | $9.4M | Sell |
114,677
-737
| -0.6% | -$60.4K | 6.38% | 4 |
|
|
2022
Q2 | $10.5M | Buy |
115,414
+4,933
| +4% | +$449K | 7.02% | 4 |
|
|
2022
Q1 | $14.6M | Sell |
110,481
-18
| -0% | -$2.37K | 8.08% | 2 |
|
|
2021
Q4 | $17.4M | Sell |
110,499
-20
| -0% | -$3.15K | 9.94% | 2 |
|
|
2021
Q3 | $14.2M | Sell |
110,519
-1,006
| -0.9% | -$130K | 8.86% | 2 |
|
|
2021
Q2 | $15.9M | Sell |
111,525
-25
| -0% | -$3.56K | 9.68% | 2 |
|
|
2021
Q1 | $14.9M | Sell |
111,550
-610
| -0.5% | -$81.5K | 9.92% | 2 |
|
|
2020
Q4 | $9.68M | Buy |
+112,160
| New | +$9.68M | 7.1% | 3 |
|