Platinum Investment 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
Sell
-8,620
Closed -$1.25M 118
2025
Q1
$1.25M Buy
8,620
+1,084
+14% +$157K 0.07% 67
2024
Q4
$1.23M Sell
7,536
-3,735
-33% -$607K 0.07% 75
2024
Q3
$2.28M Sell
11,271
-1,345
-11% -$272K 0.1% 65
2024
Q2
$2.98M Hold
12,616
0.12% 54
2024
Q1
$2.6M Sell
12,616
-2,239
-15% -$462K 0.1% 66
2023
Q4
$2.41M Hold
14,855
0.1% 77
2023
Q3
$2.06M Sell
14,855
-174
-1% -$24.1K 0.08% 79
2023
Q2
$2.17M Sell
15,029
-6,247
-29% -$903K 0.08% 78
2023
Q1
$2.61M Sell
21,276
-368
-2% -$45.2K 0.09% 74
2022
Q4
$2.11M Hold
21,644
0.08% 77
2022
Q3
$1.77M Hold
21,644
0.07% 82
2022
Q2
$1.97M Buy
21,644
+7,359
+52% +$669K 0.07% 85
2022
Q1
$1.88M Buy
+14,285
New +$1.88M 0.06% 87