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Congress Wealth Management’s Micron Technology MU Stock Holding History

Congress Wealth Management’s Portfolio MU Stock Details MU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.55M Sell
12,619
-6,449
-34% -$602K 0.02% 606
2025
Q1 		$1.66M Buy
19,068
+1,889
+11% +$181K 0.02% 530
2024
Q4 		$1.45M Sell
17,179
-3,094
-15% -$315K 0.02% 462
2024
Q3 		$2.1M Buy
20,273
+793
+4% +$82.9K 0.03% 417
2024
Q2 		$2.56M Sell
19,480
-520
-3% -$65.5K 0.04% 324
2024
Q1 		$2.36M Sell
20,000
-3,971
-17% -$359K 0.04% 297
2023
Q4 		$2.05M Sell
23,971
-772
-3% -$57.3K 0.04% 308
2023
Q3 		$1.68M Buy
24,743
+916
+4% +$61.4K 0.03% 321
2023
Q2 		$1.5M Buy
23,827
+152
+0.6% +$9.77K 0.03% 301
2023
Q1 		$1.43M Buy
23,675
+11,380
+93% +$667K 0.03% 308
2022
Q4 		$615K Sell
12,295
-11,729
-49% -$642K 0.02% 387
2022
Q3 		$1.2M Sell
24,024
-158
-0.7% -$9.16K 0.03% 320
2022
Q2 		$1.34M Sell
24,182
-174
-0.7% -$11.8K 0.03% 313
2022
Q1 		$1.9M Sell
24,356
-694
-3% -$59.2K 0.04% 296
2021
Q4 		$2.33M Buy
+25,050
New +$1.96M 0.05% 294

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return