Ring Mountain 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	$449K	Sell	2,357 -8	-0.3%	-$1.52K	0.27%	56
2025 Q1	$343K	Sell	2,365 -12	-0.5%	-$1.74K	0.26%	60
2024 Q4	$387K	Buy	+2,377	New	+$387K	0.26%	57