Christopher Davis - Davis Advisors
Holding/activity history for Applied Materials (AMAT)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 4,112,767 | 4.66 | Reduce 1.75% | 0.08 | $202.05 |
| 2024 Q2 | 4,185,924 | 5.60 | Reduce 10.19% | 0.64 | $235.99 |
| 2024 Q1 | 4,660,857 | 5.39 | Reduce 21.50% | 1.48 | $206.23 |
| 2023 Q4 | 5,937,245 | 5.44 | Reduce 12.81% | 0.80 | $162.07 |
| 2023 Q3 | 6,809,823 | 5.91 | Reduce 1.95% | 0.12 | $138.45 |
| 2023 Q2 | 6,945,026 | 6.12 | Reduce 2.78% | 0.17 | $144.54 |
| 2023 Q1 | 7,143,519 | 5.80 | Reduce 1.59% | 0.09 | $122.83 |
| 2022 Q4 | 7,259,244 | 4.80 | Reduce 1.34% | 0.07 | $97.38 |
| 2022 Q3 | 7,357,696 | 4.29 | Reduce 0.78% | 0.03 | $81.93 |
| 2022 Q2 | 7,415,384 | 4.33 | Reduce 7.91% | 0.37 | $90.98 |
| 2022 Q1 | 8,051,951 | 5.36 | Reduce 4.15% | 0.23 | $131.80 |
| 2021 Q4 | 8,400,643 | 6.14 | Reduce 3.94% | 0.25 | $157.36 |
| 2021 Q3 | 8,744,831 | 5.20 | Reduce 2.90% | 0.16 | $128.73 |
| 2021 Q2 | 9,006,379 | 5.27 | Reduce 7.78% | 0.44 | $142.40 |
| 2021 Q1 | 9,766,030 | 5.71 | Reduce 33.62% | 2.89 | $133.60 |
| 2020 Q4 | 14,712,522 | 6.11 | Reduce 6.28% | 0.41 | $86.30 |
| 2020 Q3 | 15,698,648 | 5.19 | Reduce 3.57% | 0.19 | $59.45 |
| 2020 Q2 | 16,280,279 | 5.69 | Reduce 0.38% | 0.02 | $60.45 |
| 2020 Q1 | 16,342,040 | 5.07 | Add 8.37% | 0.39 | $45.82 |
| 2019 Q4 | 15,079,298 | 4.40 | $61.04 |