Aquamarine Capital Management’s Micron Technology MU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$11.1M Hold
200,000
6.49% 7
2022
Q1
$15.6M Hold
200,000
7.06% 7
2021
Q4
$18.6M Hold
200,000
8.56% 6
2021
Q3
$14.2M Hold
200,000
6.96% 6
2021
Q2
$17M Hold
200,000
7.97% 5
2021
Q1
$17.6M Hold
200,000
9.22% 5
2020
Q4
$15M Buy
200,000
+80,000
+67% +$6.01M 8.77% 6
2020
Q3
$5.64M Hold
120,000
3.72% 10
2020
Q2
$6.18M Hold
120,000
4.5% 9
2020
Q1
$5.05M Hold
120,000
3.44% 9
2019
Q4
$6.45M Hold
120,000
2.97% 10
2019
Q3
$5.14M Buy
+120,000
New +$5.14M 2.6% 10