Antipodes Partners’s Micron Technology MU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.7M | Buy |
403,540
+30,055
| +8% | +$3.7M | 1.54% | 23 |
|
|
2025
Q1 | $32.5M | Buy |
+373,485
| New | +$32.5M | 1.02% | 30 |
|
|
2024
Q4 | – | Sell |
-208,679
| Closed | -$21.6M | – | 90 |
|
|
2024
Q3 | $21.6M | Buy |
208,679
+135,431
| +185% | +$14M | 0.75% | 36 |
|
|
2024
Q2 | $9.63M | Sell |
73,248
-546,154
| -88% | -$71.8M | 0.35% | 36 |
|
|
2024
Q1 | $73M | Sell |
619,402
-396,632
| -39% | -$46.8M | 2.31% | 21 |
|
|
2023
Q4 | $86.7M | Buy |
1,016,034
+310,192
| +44% | +$26.5M | 2.71% | 18 |
|
|
2023
Q3 | $46M | Buy |
705,842
+165,582
| +31% | +$10.8M | 1.48% | 26 |
|
|
2023
Q2 | $34.1M | Sell |
540,260
-111,617
| -17% | -$7.04M | 1.18% | 30 |
|
|
2023
Q1 | $39.3M | Buy |
651,877
+399,484
| +158% | +$24.1M | 1.36% | 30 |
|
|
2022
Q4 | $12.6M | Buy |
+252,393
| New | +$12.6M | 0.45% | 38 |
|
|
2020
Q4 | – | Sell |
-638,793
| Closed | -$30M | – | 38 |
|
|
2020
Q3 | $30M | Sell |
638,793
-29,406
| -4% | -$1.38M | 1.37% | 27 |
|
|
2020
Q2 | $34.4M | Buy |
+668,199
| New | +$34.4M | 1.56% | 28 |
|