TAM
Telemark Asset Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,000
| Closed | -$4.04M | – | 57 |
|
|
2024
Q3 | $4.04M | Sell |
20,000
-50,000
| -71% | -$10.1M | 0.41% | 50 |
|
|
2024
Q2 | $16.5M | Sell |
70,000
-30,000
| -30% | -$7.08M | 1.44% | 25 |
|
|
2024
Q1 | $20.6M | Hold |
100,000
| – | – | 2.13% | 14 |
|
|
2023
Q4 | $16.2M | Buy |
+100,000
| New | +$16.2M | 2.41% | 13 |
|