Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| APPLIED MATERIALS INC /DE | 45,970 | reported | 12 Mar 2026 | tx 36+46,347−377 |
| VARIAN SEMICONDUCTOR EQUIPMENT ASSOCIATES INC | 15,901 | reported | 10 Nov 2011 | tx 8+23,759−5,428 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Mar 2026 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 741 | 0.00 USD | |
| 31 Dec 2025 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 187 | 0.00 USD | |
| 06 Mar 2025 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 1,583 | 0.00 USD | |
| 31 Dec 2024 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 238 | 0.00 USD | |
| 07 Mar 2024 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 1,128 | 0.00 USD | |
| 31 Dec 2023 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 175 | 0.00 USD | |
| 09 Mar 2023 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 2,050 | 0.00 USD | |
| 08 Mar 2022 | PURCHASE | APPLIED MATERIALS INC /DE | 36 | 123.26 USD | |
| 21 Jun 2022 | PURCHASE | APPLIED MATERIALS INC /DE | 20 | 94.75 USD | anomaly |
| 20 Jan 2023 | SALE | APPLIED MATERIALS INC /DE | 199 | 107.80 USD | |
| 20 Jan 2023 | SALE | APPLIED MATERIALS INC /DE | 178 | 107.80 USD | |
| 11 Oct 2021 | PURCHASE | APPLIED MATERIALS INC /DE | 29 | 128.26 USD | |
| 14 Oct 2021 | PURCHASE | APPLIED MATERIALS INC /DE | 29 | 131.57 USD | |
| 15 Nov 2021 | PURCHASE | APPLIED MATERIALS INC /DE | 27 | 156.51 USD | |
| 15 Nov 2021 | PURCHASE | APPLIED MATERIALS INC /DE | 28 | 156.51 USD | |
| 15 Dec 2021 | PURCHASE | APPLIED MATERIALS INC /DE | 27 | 146.65 USD | |
| 15 Dec 2021 | PURCHASE | APPLIED MATERIALS INC /DE | 28 | 146.65 USD | |
| 14 Jan 2022 | PURCHASE | APPLIED MATERIALS INC /DE | 28 | 163.00 USD | |
| 14 Jan 2022 | PURCHASE | APPLIED MATERIALS INC /DE | 28 | 159.89 USD | |
| 08 Mar 2022 | PURCHASE | APPLIED MATERIALS INC /DE | 37 | 123.26 USD | |
| 14 Feb 2022 | PURCHASE | APPLIED MATERIALS INC /DE | 30 | 131.53 USD | |
| 14 Feb 2022 | PURCHASE | APPLIED MATERIALS INC /DE | 30 | 131.53 USD | |
| 31 Dec 2022 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 221 | 0.00 USD | |
| 10 Mar 2022 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 1,920 | 0.00 USD | |
| 31 Dec 2021 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 110 | 0.00 USD |