Rheos Capital Works’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$61.7M Buy
2025
Q1
Sell
2024
Q4
$27.7M Buy
2024
Q3
$33.5M Buy
2024
Q2
$28.9M Buy
2024
Q1
$15M Sell
2023
Q4
$21.8M Hold
2023
Q3
$18.6M Sell
2023
Q2
$23.7M Hold
2023
Q1
$20.1M Buy
2022
Q4
$9.43M Buy
2022
Q3
$4.41M Sell
2022
Q2
$14.7M Hold
2022
Q1
$21.4M Hold
2021
Q4
$25.5M Hold
2021
Q3
$20.9M Buy
2021
Q2
$19.2M Buy