Peconic Partners’s Micron Technology MU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-591,000
Closed -$77.7M 11
2024
Q2
$77.7M Sell
591,000
-184,000
-24% -$24.2M 3.33% 4
2024
Q1
$91.4M Buy
775,000
+675,000
+675% +$79.6M 4.06% 4
2023
Q4
$8.53M Buy
+100,000
New +$8.53M 0.41% 7
2020
Q3
Sell
-860
Closed -$44K 62
2020
Q2
$44K Buy
+860
New +$44K 0.01% 59
2020
Q1
Sell
-133,500
Closed -$7.18M 60
2019
Q4
$7.18M Buy
+133,500
New +$7.18M 1.46% 13
2017
Q3
Sell
-75,000
Closed -$2.24M 51
2017
Q2
$2.24M Buy
+75,000
New +$2.24M 0.36% 23