CMG

Cavalry Management Group’s Applied Materials AMAT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-172,122	Closed	-$16.8M	–	21
2022 Q4	$16.8M	Buy	+172,122	New	+$16.8M	6.76%	5
2022 Q1	–	Sell	-165,092	Closed	-$26M	–	32
2021 Q4	$26M	Buy	+165,092	New	+$26M	2.95%	14