QV Investors’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	$14.9M	Buy	81,340 +30,610	+60%	+$5.6M	1.46%	26
2025 Q1	$7.36M	Buy	+50,730	New	+$7.36M	0.74%	39