WCM
Wedge Capital Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
1,572
-70
| -4% | -$12.8K | 0.01% | 489 |
|
|
2025
Q1 | $238K | Sell |
1,642
-14
| -0.8% | -$2.03K | ﹤0.01% | 504 |
|
|
2024
Q4 | $269K | Sell |
1,656
-305,131
| -99% | -$49.6M | ﹤0.01% | 493 |
|
|
2024
Q3 | $62M | Buy |
306,787
+19,100
| +7% | +$3.86M | 1.07% | 10 |
|
|
2024
Q2 | $67.9M | Sell |
287,687
-123,199
| -30% | -$29.1M | 1.2% | 11 |
|
|
2024
Q1 | $84.7M | Sell |
410,886
-79,788
| -16% | -$16.5M | 1.37% | 11 |
|
|
2023
Q4 | $79.5M | Sell |
490,674
-422
| -0.1% | -$68.4K | 1.42% | 7 |
|
|
2023
Q3 | $68M | Sell |
491,096
-63,994
| -12% | -$8.86M | 1.34% | 13 |
|
|
2023
Q2 | $80.2M | Buy |
555,090
+553,337
| +31,565% | +$80M | 1.28% | 10 |
|
|
2023
Q1 | $215K | Buy |
+1,753
| New | +$215K | ﹤0.01% | 399 |
|
|
2022
Q2 | – | Sell |
-418,314
| Closed | -$55.1M | – | 409 |
|
|
2022
Q1 | $55.1M | Sell |
418,314
-26,762
| -6% | -$3.53M | 0.74% | 20 |
|
|
2021
Q4 | $70M | Sell |
445,076
-43,303
| -9% | -$6.81M | 0.87% | 14 |
|
|
2021
Q3 | $62.9M | Buy |
488,379
+33,243
| +7% | +$4.28M | 0.81% | 26 |
|
|
2021
Q2 | $64.8M | Sell |
455,136
-66,135
| -13% | -$9.42M | 0.79% | 21 |
|
|
2021
Q1 | $69.6M | Sell |
521,271
-292,554
| -36% | -$39.1M | 0.83% | 12 |
|
|
2020
Q4 | $70.2M | Sell |
813,825
-411,933
| -34% | -$35.5M | 0.81% | 32 |
|
|
2020
Q3 | $72.9M | Buy |
1,225,758
+320,550
| +35% | +$19.1M | 0.98% | 22 |
|
|
2020
Q2 | $54.7M | Buy |
905,208
+172,171
| +23% | +$10.4M | 0.75% | 37 |
|
|
2020
Q1 | $33.6M | Sell |
733,037
-8,495
| -1% | -$389K | 0.58% | 54 |
|
|
2019
Q4 | $45.3M | Buy |
+741,532
| New | +$45.3M | 0.51% | 57 |
|