Permanent 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 Q1	–	Sell	-1,335	Closed	-$217K	–	80
2024 Q4	$217K	Buy	+1,335	New	+$217K	0.07%	61
2024 Q2	$346K	Buy	+1,890	New	+$346K	0.07%	103