Vulcan Value Partners’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$60.3M Sell
2023
Q3
$59.7M Sell
2023
Q2
$142M Sell
2023
Q1
$227M Sell
2022
Q4
$212M Sell
2022
Q3
$315M Sell
2022
Q2
$371M Sell
2022
Q1
$627M Sell
2021
Q4
$800M Sell
2021
Q3
$781M Buy
2021
Q2
$437M Buy