Cozad Asset Management’s Applovin APP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.2M Buy
43,459
+2,526
+6% +$884K 1.33% 17
2025
Q1
$10.8M Buy
40,933
+3,837
+10% +$1.02M 1.08% 25
2024
Q4
$12M Buy
37,096
+28,706
+342% +$9.3M 1.12% 20
2024
Q3
$1.1M Buy
+8,390
New +$1.1M 0.1% 181