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TFR Capital’s Applied Materials AMAT Stock Holding History

TFR Capital’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$227K Sell
1,238
-1,424
-53% -$261K 0.08% 152
2025
Q1 		$386K Buy
2,662
+183
+7% +$26.6K 0.16% 109
2024
Q4 		$403K Buy
+2,479
New +$403K 0.2% 75