Cottonwood Capital Advisors’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Sell
1,460
-16
-1% -$2.93K 0.18% 98
2025
Q1
$214K Sell
1,476
-195
-12% -$28.3K 0.16% 116
2024
Q4
$272K Buy
+1,671
New +$272K 0.19% 99
2024
Q3
Sell
-893
Closed -$225K 121
2024
Q2
$225K Sell
893
-167
-16% -$42K 0.18% 105
2024
Q1
$218K Buy
+1,060
New +$218K 0.17% 109