Sand Hill Global Advisors’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
$1.12M Buy
6,113
+11
+0.2% +$2.01K 0.04% 116
2025
Q1
$886K Sell
6,102
-17
-0.3% -$2.47K 0.04% 117
2024
Q4
$995K Sell
6,119
-402
-6% -$65.4K 0.04% 113
2024
Q3
$1.32M Hold
6,521
0.06% 103
2024
Q2
$1.54M Buy
6,521
+203
+3% +$47.9K 0.07% 97
2024
Q1
$1.3M Buy
+6,318
New +$1.3M 0.06% 93