Islay Capital Management’s Sanmina SANM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-16,076
Closed -$1,000K 210
2024
Q1
$1,000K Buy
+16,076
New +$1,000K 0.74% 50
2023
Q4
Sell
-13,833
Closed -$751K 239
2023
Q3
$751K Buy
13,833
+268
+2% +$14.5K 0.63% 55
2023
Q2
$818K Buy
+13,565
New +$818K 0.72% 48
2022
Q2
Sell
-3,961
Closed -$160K 316
2022
Q1
$160K Buy
+3,961
New +$160K 0.13% 99
2020
Q4
Sell
-3,073
Closed -$83K 294
2020
Q3
$83K Buy
+3,073
New +$83K 0.09% 151
2020
Q1
Sell
-600
Closed -$21K 286
2019
Q4
$21K Buy
+600
New +$21K 0.02% 206