Aspex Management (HK)’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 | – | Sell |
-2,020,350
| Closed | -$176M | – | 30 |
|
|
2025
Q1 | $176M | Buy |
2,020,350
+515,411
| +34% | +$44.8M | 4.51% | 9 |
|
|
2024
Q4 | $127M | Buy |
1,504,939
+381,546
| +34% | +$32.1M | 3.42% | 10 |
|
|
2024
Q3 | $117M | Sell |
1,123,393
-237,280
| -17% | -$24.6M | 3.08% | 13 |
|
|
2024
Q2 | $179M | Sell |
1,360,673
-1,266,516
| -48% | -$167M | 3.82% | 13 |
|
|
2024
Q1 | $310M | Sell |
2,627,189
-1,400,159
| -35% | -$165M | 8.29% | 3 |
|
|
2023
Q4 | $344M | Hold |
4,027,348
| – | – | 10.07% | 3 |
|
|
2023
Q3 | $274M | Buy |
4,027,348
+1,270,007
| +46% | +$86.4M | 8.43% | 4 |
|
|
2023
Q2 | $174M | Buy |
2,757,341
+1,453,656
| +112% | +$91.7M | 5.06% | 8 |
|
|
2023
Q1 | $78.7M | Buy |
+1,303,685
| New | +$78.7M | 1.93% | 13 |
|
|
2022
Q3 | – | Sell |
-1,442,713
| Closed | -$79.8M | – | 31 |
|
|
2022
Q2 | $79.8M | Buy |
1,442,713
+165,088
| +13% | +$9.13M | 2% | 15 |
|
|
2022
Q1 | $99.5M | Sell |
1,277,625
-733,592
| -36% | -$57.1M | 3.93% | 10 |
|
|
2021
Q4 | $187M | Hold |
2,011,217
| – | – | 5.73% | 6 |
|
|
2021
Q3 | $143M | Hold |
2,011,217
| – | – | 4.76% | 8 |
|
|
2021
Q2 | $171M | Hold |
2,011,217
| – | – | 5.6% | 6 |
|
|
2021
Q1 | $177M | Buy |
2,011,217
+1,085,592
| +117% | +$95.8M | 7.02% | 5 |
|
|
2020
Q4 | $69.6M | Sell |
925,625
-551,100
| -37% | -$41.4M | 2.75% | 12 |
|
|
2020
Q3 | $69.3M | Buy |
+1,476,725
| New | +$69.3M | 4.45% | 10 |
|
|
2020
Q2 | – | Sell |
-931,500
| Closed | -$39.2M | – | 16 |
|
|
2020
Q1 | $39.2M | Buy |
+931,500
| New | +$39.2M | 5.43% | 4 |
|