Thames Capital Management’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 | $11.4M | Buy |
+92,276
| New | +$11.4M | 2.58% | 18 |
|
|
2024
Q2 | – | Sell |
-62,038
| Closed | -$7.31M | – | 26 |
|
|
2024
Q1 | $7.31M | Buy |
+62,038
| New | +$7.31M | 3.04% | 18 |
|
|
2023
Q1 | – | Sell |
-89,389
| Closed | -$4.47M | – | 23 |
|
|
2022
Q4 | $4.47M | Buy |
+89,389
| New | +$4.47M | 2.12% | 17 |
|
|
2022
Q2 | – | Sell |
-39,187
| Closed | -$3.05M | – | 43 |
|
|
2022
Q1 | $3.05M | Buy |
+39,187
| New | +$3.05M | 0.64% | 39 |
|
|
2021
Q2 | – | Sell |
-112,682
| Closed | -$9.94M | – | 57 |
|
|
2021
Q1 | $9.94M | Buy |
112,682
+65,345
| +138% | +$5.76M | 2.29% | 18 |
|
|
2020
Q4 | $3.56M | Buy |
+47,337
| New | +$3.56M | 1% | 39 |
|
|
2020
Q3 | – | Sell |
-134,883
| Closed | -$6.95M | – | 55 |
|
|
2020
Q2 | $6.95M | Buy |
134,883
+128,614
| +2,052% | +$6.63M | 2.73% | 12 |
|
|
2020
Q1 | $264K | Sell |
6,269
-98,841
| -94% | -$4.16M | 0.21% | 27 |
|
|
2019
Q4 | $5.65M | Buy |
+105,110
| New | +$5.65M | 1.87% | 26 |
|