Cercano Management’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$593K Hold
2025
Q2
$530K Hold
2025
Q1
$420K Hold
2024
Q4
$471K Hold
2024
Q3
$585K Buy
2023
Q3
Sell
2023
Q2
$29.3M Buy
2023
Q1
$17.2M Buy