Rheos Capital Works’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 | $20.8M | Hold |
169,000
| – | – | 1.2% | 29 |
|
|
2025
Q1 | $14.7M | Buy |
169,000
+40,000
| +31% | +$3.48M | 1.2% | 32 |
|
|
2024
Q4 | $10.9M | Buy |
129,000
+19,000
| +17% | +$1.6M | 0.6% | 58 |
|
|
2024
Q3 | $11.4M | Buy |
+110,000
| New | +$11.4M | 0.6% | 57 |
|
|
2024
Q2 | – | Sell |
-134,800
| Closed | -$15.9M | – | 111 |
|
|
2024
Q1 | $15.9M | Sell |
134,800
-151,700
| -53% | -$17.9M | 0.76% | 36 |
|
|
2023
Q4 | $24.5M | Hold |
286,500
| – | – | 1.35% | 16 |
|
|
2023
Q3 | $19.5M | Sell |
286,500
-47,500
| -14% | -$3.23M | 1.17% | 25 |
|
|
2023
Q2 | $21.1M | Buy |
334,000
+250,000
| +298% | +$15.8M | 1.13% | 33 |
|
|
2023
Q1 | $5.07M | Sell |
84,000
-187,800
| -69% | -$11.3M | 0.28% | 86 |
|
|
2022
Q4 | $13.6M | Buy |
271,800
+120,800
| +80% | +$6.04M | 0.82% | 42 |
|
|
2022
Q3 | $7.57M | Hold |
151,000
| – | – | 0.51% | 79 |
|
|
2022
Q2 | $8.35M | Hold |
151,000
| – | – | 0.63% | 68 |
|
|
2022
Q1 | $11.8M | Hold |
151,000
| – | – | 0.57% | 68 |
|
|
2021
Q4 | $14.1M | Hold |
151,000
| – | – | 0.61% | 63 |
|
|
2021
Q3 | $10.7M | Buy |
+151,000
| New | +$10.7M | 0.55% | 65 |
|