RDST Capital’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
$70.4M Buy
384,660
+55,010
+17% +$10.1M 7.04% 4
2025
Q1
$47.8M Buy
329,650
+151,260
+85% +$22M 6.8% 6
2024
Q4
$29M Buy
+178,390
New +$29M 4.11% 14