Sienna Gestion’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
$18.9M Buy
113,221
+10,468
+10% +$1.75M 1.3% 12
2025
Q1
$14.5M Sell
102,753
-10,047
-9% -$1.42M 1.17% 15
2024
Q4
$18.3M Sell
112,800
-29,414
-21% -$4.78M 1.24% 13
2024
Q3
$28.7M Buy
142,214
+28,209
+25% +$5.69M 1.91% 4
2024
Q2
$26.9M Sell
114,005
-139
-0.1% -$32.8K 2.39% 4
2024
Q1
$23.5M Buy
+114,144
New +$23.5M 2.02% 5