Osborne Partners Capital 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
$322K Sell
1,759
-260
-13% -$47.6K 0.02% 176
2025
Q1
$293K Buy
2,019
+215
+12% +$31.2K 0.02% 183
2024
Q4
$293K Sell
1,804
-230
-11% -$37.4K 0.02% 188
2024
Q3
$411K Sell
2,034
-100
-5% -$20.2K 0.02% 168
2024
Q2
$504K Buy
2,134
+375
+21% +$88.5K 0.03% 160
2024
Q1
$363K Sell
1,759
-25
-1% -$5.16K 0.02% 164
2023
Q4
$289K Buy
+1,784
New +$289K 0.02% 184