SAM
Sawgrass Asset Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Sell |
88,983
-546
| -0.6% | -$100K | 1.85% | 9 |
|
|
2025
Q1 | $13M | Sell |
89,529
-3,432
| -4% | -$498K | 1.59% | 15 |
|
|
2024
Q4 | $15.1M | Sell |
92,961
-5,523
| -6% | -$898K | 1.66% | 17 |
|
|
2024
Q3 | $19.9M | Buy |
98,484
+15,755
| +19% | +$3.18M | 2.07% | 9 |
|
|
2024
Q2 | $19.5M | Buy |
82,729
+42,591
| +106% | +$10.1M | 2.12% | 9 |
|
|
2024
Q1 | $8.28M | Buy |
+40,138
| New | +$8.28M | 0.91% | 44 |
|