VCM
Vision Capital Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
12,573
+1,182
| +10% | +$216K | 0.3% | 59 |
|
|
2025
Q1 | $1.65M | Buy |
11,391
+2,816
| +33% | +$409K | 0.24% | 64 |
|
|
2024
Q4 | $1.39M | Buy |
8,575
+377
| +5% | +$61.3K | 0.2% | 67 |
|
|
2024
Q3 | $1.66M | Buy |
+8,198
| New | +$1.66M | 0.23% | 68 |
|