Atreides Management’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 | $8.69M | Sell |
70,478
-819,364
| -92% | -$101M | 0.24% | 44 |
|
|
2025
Q1 | $77.3M | Buy |
889,842
+649,253
| +270% | +$56.4M | 2.35% | 14 |
|
|
2024
Q4 | $20.2M | Sell |
240,589
-145,961
| -38% | -$12.3M | 0.44% | 35 |
|
|
2024
Q3 | $40.1M | Sell |
386,550
-340,350
| -47% | -$35.3M | 1.02% | 22 |
|
|
2024
Q2 | $95.6M | Sell |
726,900
-811,926
| -53% | -$107M | 3.12% | 15 |
|
|
2024
Q1 | $181M | Buy |
+1,538,826
| New | +$181M | 4.12% | 6 |
|
|
2023
Q4 | – | Sell |
-705,463
| Closed | -$48M | – | 40 |
|
|
2023
Q3 | $48M | Sell |
705,463
-517,704
| -42% | -$35.2M | 1.57% | 17 |
|
|
2023
Q2 | $77.2M | Buy |
1,223,167
+302,209
| +33% | +$19.1M | 1.98% | 19 |
|
|
2023
Q1 | $55.6M | Buy |
+920,958
| New | +$55.6M | 1.7% | 20 |
|
|
2022
Q2 | – | Sell |
-507,808
| Closed | -$39.6M | – | 43 |
|
|
2022
Q1 | $39.6M | Sell |
507,808
-961,869
| -65% | -$74.9M | 1.22% | 24 |
|
|
2021
Q4 | $137M | Buy |
1,469,677
+757,865
| +106% | +$70.6M | 4.28% | 10 |
|
|
2021
Q3 | $50.5M | Sell |
711,812
-274,350
| -28% | -$19.5M | 1.19% | 26 |
|
|
2021
Q2 | $83.8M | Buy |
986,162
+140,260
| +17% | +$11.9M | 1.5% | 20 |
|
|
2021
Q1 | $74.6M | Buy |
845,902
+315,652
| +60% | +$27.8M | 1.68% | 15 |
|
|
2020
Q4 | $39.9M | Sell |
530,250
-421,000
| -44% | -$31.7M | 1.75% | 16 |
|
|
2020
Q3 | $44.7M | Buy |
951,250
+124,400
| +15% | +$5.84M | 4.22% | 8 |
|
|
2020
Q2 | $42.6M | Buy |
826,850
+406,550
| +97% | +$20.9M | 6.01% | 5 |
|
|
2020
Q1 | $17.7M | Buy |
420,300
+290,500
| +224% | +$12.2M | 3.91% | 13 |
|
|
2019
Q4 | $6.98M | Buy |
+129,800
| New | +$6.98M | 1.6% | 21 |
|