Marietta Investment Partners’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,056	Closed	-$403K	–	173
2022 Q1	$403K	Buy	3,056 +100	+3%	+$13.2K	0.09%	140
2021 Q4	$465K	Buy	2,956 +244	+9%	+$38.4K	0.1%	141
2021 Q3	$349K	Buy	2,712 +1,220	+82%	+$157K	0.08%	151
2021 Q2	$212K	Buy	+1,492	New	+$212K	0.05%	176