John Armitage - Egerton Capital
Holding/activity history for Applied Materials (AMAT)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2023 Q3 | 0 | 0 | Sell 100.00% | 3.92 | |
| 2023 Q2 | 2,629,188 | 3.92 | Reduce 3.41% | 0.14 | $144.54 |
| 2023 Q1 | 2,722,141 | 3.61 | Add 10.21% | 0.33 | $122.83 |
| 2022 Q4 | 2,469,856 | 2.07 | Reduce 57.88% | 2.84 | $97.38 |
| 2022 Q3 | 5,863,402 | 3.73 | Add 19.49% | 0.61 | $81.93 |
| 2022 Q2 | 4,907,042 | 3.01 | Add 145.23% | 1.78 | $90.98 |
| 2022 Q1 | 2,000,999 | 1.39 | Buy | 1.39 | $131.80 |