Intrinsic Edge Capital Management’s Lumentum LITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$13.5M Sell
2024
Q3
$15.9M Buy
2022
Q4
Sell
2022
Q3
$10.7M Buy
2018
Q2
Sell
2018
Q1
$638K Buy