Deepwater Asset 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
$16.1M Sell
131,022
-20,957
-14% -$2.58M 6.39% 3
2025
Q1
$13.2M Sell
151,979
-8,802
-5% -$765K 5.59% 3
2024
Q4
$13.5M Buy
160,781
+11,445
+8% +$963K 4.42% 19
2024
Q3
$15.5M Buy
149,336
+46,032
+45% +$4.77M 5.44% 2
2024
Q2
$13.6M Buy
103,304
+88,962
+620% +$11.7M 4.94% 15
2024
Q1
$1.69M Buy
+14,342
New +$1.69M 0.64% 19