Marco Investment Management’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
$3.86M Hold
21,103
0.32% 67
2025
Q1
$3.06M Sell
21,103
-9,900
-32% -$1.44M 0.28% 75
2024
Q4
$5.04M Sell
31,003
-25
-0.1% -$4.07K 0.44% 56
2024
Q3
$6.27M Sell
31,028
-312
-1% -$63K 0.54% 47
2024
Q2
$7.4M Hold
31,340
0.68% 43
2024
Q1
$6.46M Sell
31,340
-4,900
-14% -$1.01M 0.61% 51
2023
Q4
$5.87M Buy
36,240
+125
+0.3% +$20.3K 0.6% 49
2023
Q3
$5M Buy
36,115
+103
+0.3% +$14.3K 0.58% 52
2023
Q2
$5.21M Buy
36,012
+9
+0% +$1.3K 0.56% 51
2023
Q1
$4.42M Hold
36,003
0.5% 56
2022
Q4
$3.51M Sell
36,003
-7,500
-17% -$730K 0.41% 63
2022
Q3
$3.56M Hold
43,503
0.45% 60
2022
Q2
$3.96M Buy
43,503
+846
+2% +$77K 0.46% 60
2022
Q1
$5.62M Sell
42,657
-7,500
-15% -$988K 0.57% 55
2021
Q4
$7.89M Buy
50,157
+24,986
+99% +$3.93M 0.78% 43
2021
Q3
$3.24M Hold
25,171
0.36% 75
2021
Q2
$3.58M Buy
+25,171
New +$3.58M 0.42% 62