TPM
Totem Point Management’s Micron Technology MU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08M | Buy |
+49,318
| New | +$6.08M | 6.4% | 9 |
|
|
2024
Q3 | – | Sell |
-41,089
| Closed | -$5.4M | – | 20 |
|
|
2024
Q2 | $5.4M | Sell |
41,089
-39,188
| -49% | -$5.15M | 7.91% | 6 |
|
|
2024
Q1 | $9.46M | Buy |
80,277
+165
| +0.2% | +$19.5K | 10.36% | 4 |
|
|
2023
Q4 | $6.84M | Sell |
80,112
-11,794
| -13% | -$1.01M | 8.86% | 6 |
|
|
2023
Q3 | $6.25M | Sell |
91,906
-32,000
| -26% | -$2.18M | 8.87% | 4 |
|
|
2023
Q2 | $7.82M | Sell |
123,906
-7,530
| -6% | -$475K | 7.14% | 6 |
|
|
2023
Q1 | $7.93M | Buy |
131,436
+88,667
| +207% | +$5.35M | 7.64% | 7 |
|
|
2022
Q4 | $2.14M | Buy |
+42,769
| New | +$2.14M | 2.9% | 10 |
|
|
2022
Q2 | – | Sell |
-61,007
| Closed | -$4.75M | – | 18 |
|
|
2022
Q1 | $4.75M | Sell |
61,007
-79,009
| -56% | -$6.15M | 3.71% | 15 |
|
|
2021
Q4 | $13M | Buy |
140,016
+60,748
| +77% | +$5.66M | 8.62% | 3 |
|
|
2021
Q3 | $5.63M | Sell |
79,268
-1,219
| -2% | -$86.5K | 3.66% | 13 |
|
|
2021
Q2 | $6.84M | Sell |
80,487
-74,034
| -48% | -$6.29M | 3.43% | 16 |
|
|
2021
Q1 | $13.6M | Sell |
154,521
-46,538
| -23% | -$4.11M | 6.03% | 9 |
|
|
2020
Q4 | $15.1M | Sell |
201,059
-115,940
| -37% | -$8.72M | 6.27% | 6 |
|
|
2020
Q3 | $14.9M | Buy |
+316,999
| New | +$14.9M | 4.94% | 11 |
|
|
2020
Q1 | – | Sell |
-285,919
| Closed | -$15.4M | – | 17 |
|
|
2019
Q4 | $15.4M | Buy |
285,919
+95,723
| +50% | +$5.15M | 6.56% | 8 |
|
|
2019
Q3 | $8.15M | Sell |
190,196
-108,530
| -36% | -$4.65M | 4.49% | 9 |
|
|
2019
Q2 | $11.5M | Buy |
+298,726
| New | +$11.5M | 5.55% | 6 |
|