Van Den Berg Management I’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-18,145	Closed	-$321K	–	103
2013 Q4	$321K	Sell	18,145 -24,700	-58%	-$437K	0.03%	87
2013 Q3	$751K	Sell	42,845 -2,311,237	-98%	-$40.5M	0.06%	60
2013 Q2	$35.1M	Buy	+2,354,082	New	+$35.1M	2.98%	9