SAM
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Stenahm Asset Management’s Applied Materials AMAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-26,500
Closed -$3.85M 25
2025
Q1
$3.85M Buy
+26,500
New +$3.85M 1.57% 19
2021
Q4
$8.73M Hold
55,500
5.7% 6
2021
Q3
$7.15M Hold
55,500
4.66% 10
2021
Q2
$7.9M Buy
+55,500
New +$7.9M 4.85% 6