Main Street Research’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-40,642
Closed -$6.61M 102
2024
Q4
$6.61M Sell
40,642
-40,829
-50% -$6.64M 0.41% 37
2024
Q3
$16.5M Sell
81,471
-78,312
-49% -$15.8M 1.04% 36
2024
Q2
$37.7M Buy
159,783
+4,682
+3% +$1.1M 2.49% 16
2024
Q1
$32M Buy
155,101
+2,472
+2% +$510K 2.17% 19
2023
Q4
$24.7M Buy
152,629
+1,494
+1% +$242K 1.99% 26
2023
Q3
$20.9M Buy
151,135
+59,576
+65% +$8.25M 2.16% 26
2023
Q2
$13.2M Sell
91,559
-1,218
-1% -$176K 2.11% 17
2023
Q1
$11.4M Buy
+92,777
New +$11.4M 2.25% 20