Mark Sheptoff Financial Planning’s Micron Technology MU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-350
| Closed | -$36.3K | – | 444 |
|
|
2024
Q3 | $36.3K | Sell |
350
-800
| -70% | -$83K | 0.02% | 191 |
|
|
2024
Q2 | $151K | Sell |
1,150
-100
| -8% | -$13.2K | 0.08% | 106 |
|
|
2024
Q1 | $147K | Buy |
+1,250
| New | +$147K | 0.08% | 116 |
|
|
2023
Q4 | – | Sell |
-50
| Closed | -$3.4K | – | 405 |
|
|
2023
Q3 | $3.4K | Sell |
50
-2,850
| -98% | -$194K | ﹤0.01% | 324 |
|
|
2023
Q2 | $183K | Hold |
2,900
| – | – | 0.1% | 98 |
|
|
2023
Q1 | $175K | Buy |
2,900
+2,850
| +5,700% | +$172K | 0.1% | 100 |
|
|
2022
Q4 | $2.5K | Buy |
+50
| New | +$2.5K | ﹤0.01% | 340 |
|
|
2022
Q3 | – | Sell |
-10,225
| Closed | -$565K | – | 388 |
|
|
2022
Q2 | $565K | Buy |
10,225
+3,225
| +46% | +$178K | 0.32% | 54 |
|
|
2022
Q1 | $545K | Sell |
7,000
-50
| -0.7% | -$3.89K | 0.27% | 64 |
|
|
2021
Q4 | $657K | Buy |
7,050
+1,600
| +29% | +$149K | 0.31% | 56 |
|
|
2021
Q3 | $387K | Sell |
5,450
-6,915
| -56% | -$491K | 0.21% | 72 |
|
|
2021
Q2 | $1.05M | Sell |
12,365
-250
| -2% | -$21.2K | 0.56% | 33 |
|
|
2021
Q1 | $1.11M | Sell |
12,615
-3,635
| -22% | -$321K | 0.64% | 29 |
|
|
2020
Q4 | $1.22M | Buy |
16,250
+12,650
| +351% | +$951K | 0.7% | 31 |
|
|
2020
Q3 | $169K | Hold |
3,600
| – | – | 0.1% | 100 |
|
|
2020
Q2 | $185K | Hold |
3,600
| – | – | 0.12% | 92 |
|
|
2020
Q1 | $151K | Sell |
3,600
-6,200
| -63% | -$260K | 0.11% | 89 |
|
|
2019
Q4 | $527K | Hold |
9,800
| – | – | 0.33% | 57 |
|
|
2019
Q3 | $420K | Hold |
9,800
| – | – | 0.28% | 58 |
|
|
2019
Q2 | $378K | Sell |
9,800
-1,400
| -13% | -$54K | 0.26% | 67 |
|
|
2019
Q1 | $463K | Sell |
11,200
-2,150
| -16% | -$88.9K | 0.33% | 57 |
|
|
2018
Q4 | $424K | Buy |
13,350
+1,200
| +10% | +$38.1K | 0.35% | 55 |
|
|
2018
Q3 | $550K | Buy |
12,150
+3,300
| +37% | +$149K | 0.38% | 58 |
|
|
2018
Q2 | $464K | Sell |
8,850
-25,950
| -75% | -$1.36M | 0.34% | 67 |
|
|
2018
Q1 | $1.81M | Sell |
34,800
-300
| -0.9% | -$15.6K | 1.26% | 20 |
|
|
2017
Q4 | $1.44M | Sell |
35,100
-1,500
| -4% | -$61.7K | 0.94% | 28 |
|
|
2017
Q3 | $1.44M | Sell |
36,600
-200
| -0.5% | -$7.86K | 0.97% | 27 |
|
|
2017
Q2 | $1.1M | Sell |
36,800
-1,101
| -3% | -$32.9K | 0.75% | 37 |
|
|
2017
Q1 | $1.1M | Sell |
37,901
-1,199
| -3% | -$34.6K | 0.78% | 36 |
|
|
2016
Q4 | $857K | Hold |
39,100
| – | – | 0.64% | 43 |
|
|
2016
Q3 | $695K | Sell |
39,100
-1,000
| -2% | -$17.8K | 0.52% | 47 |
|
|
2016
Q2 | $552K | Sell |
40,100
-4,000
| -9% | -$55.1K | 0.41% | 59 |
|
|
2016
Q1 | $462K | Buy |
44,100
+500
| +1% | +$5.24K | 0.38% | 59 |
|
|
2015
Q4 | $617K | Buy |
43,600
+43,272
| +13,193% | +$612K | 0.5% | 53 |
|
|
2015
Q3 | $5K | Buy |
328
+28
| +9% | +$427 | ﹤0.01% | 288 |
|
|
2015
Q2 | $6K | Sell |
300
-8,050
| -96% | -$161K | ﹤0.01% | 298 |
|
|
2015
Q1 | $227K | Sell |
8,350
-250
| -3% | -$6.8K | 0.19% | 92 |
|
|
2014
Q4 | $301K | Buy |
8,600
+2,300
| +37% | +$80.5K | 0.27% | 81 |
|
|
2014
Q3 | $216K | Buy |
6,300
+300
| +5% | +$10.3K | 0.19% | 100 |
|
|
2014
Q2 | $198K | Buy |
6,000
+300
| +5% | +$9.9K | 0.17% | 99 |
|
|
2014
Q1 | $135K | Buy |
+5,700
| New | +$135K | 0.12% | 123 |
|