Oarsman Capital’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
$300K Buy
1,638
+225
+16% +$41.2K 0.05% 184
2025
Q1
$205K Sell
1,413
-200
-12% -$29K 0.04% 222
2024
Q4
$262K Buy
1,613
+169
+12% +$27.5K 0.05% 192
2024
Q3
$292K Sell
1,444
-4
-0.3% -$808 0.05% 182
2024
Q2
$342K Buy
1,448
+98
+7% +$23.1K 0.07% 160
2024
Q1
$278K Buy
+1,350
New +$278K 0.07% 180