Value Aligned Research Advisors’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
$20.3M Buy
2025
Q1
$8.3M Buy
2024
Q4
Sell
2024
Q3
$48.8M Sell
2024
Q2
$60.9M Buy
2024
Q1
$53M Hold
2023
Q4
$41.7M Sell
2023
Q3
$37M Buy
2023
Q2
$36.3M Buy
2023
Q1
$15M Hold
2022
Q4
$11.9M Buy