TwinBeech Capital’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$39.8M Buy
2024
Q4
$954K Buy
2024
Q3
Sell
2024
Q2
$39.3M Buy
2024
Q1
$702K Buy
2023
Q2
Sell
2023
Q1
$37.1M Buy
2022
Q4
Sell
2022
Q3
$41.6M Buy
2021
Q4
Sell
2021
Q3
$14.8M Buy
2021
Q1
Sell
2020
Q4
$5.05M Buy