Savoie 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 | $14.2M | Sell |
77,295
-10,400
| -12% | -$1.9M | 1.76% | 15 |
|
|
2025
Q1 | $14.3M | Hold |
87,695
| – | – | 1.7% | 15 |
|
|
2024
Q4 | $14.3M | Hold |
87,695
| – | – | 1.7% | 15 |
|
|
2024
Q3 | $17.7M | Buy |
87,695
+10,400
| +13% | +$2.1M | 2.17% | 11 |
|
|
2024
Q2 | $18.2M | Hold |
77,295
| – | – | 2.36% | 10 |
|
|
2024
Q1 | $15.9M | Buy |
77,295
+32,550
| +73% | +$6.71M | 2.22% | 11 |
|
|
2023
Q4 | $7.25M | Sell |
44,745
-17,300
| -28% | -$2.8M | 1.66% | 19 |
|
|
2023
Q3 | $8.59M | Buy |
+62,045
| New | +$8.59M | 2.25% | 12 |
|