Oxbow Capital Management (HK)’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	-291,000	Closed	-$38.4M	–	11
2022 Q1	$38.4M	Hold	291,000	–	–	12.53%	4
2021 Q4	$45.8M	Buy	+291,000	New	+$45.8M	19.78%	2