Weld Capital Management’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,155	Closed	-$254K	–	417
2019 Q4	$254K	Sell	4,155 -11,861	-74%	-$725K	0.05%	497
2019 Q3	$799K	Buy	16,016 +2,499	+18%	+$125K	0.15%	225
2019 Q2	$607K	Sell	13,517 -19,951	-60%	-$896K	0.11%	321
2019 Q1	$1.33M	Buy	+33,468	New	+$1.33M	0.24%	136