Value Aligned Research Advisors’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 | $233M | Buy |
1,887,678
+382,618
| +25% | +$47.2M | 4.91% | 2 |
|
|
2025
Q1 | $131M | Buy |
1,505,060
+1,207,636
| +406% | +$105M | 9.53% | 3 |
|
|
2024
Q4 | $25M | Buy |
+297,424
| New | +$25M | 6.84% | 7 |
|
|
2024
Q3 | – | Sell |
-129,558
| Closed | -$17M | – | 23 |
|
|
2024
Q2 | $17M | Buy |
129,558
+1,057
| +0.8% | +$139K | 3.73% | 10 |
|
|
2024
Q1 | $15.1M | Hold |
128,501
| – | – | 2.99% | 12 |
|
|
2023
Q4 | $11M | Sell |
128,501
-23,102
| -15% | -$1.97M | 2.77% | 11 |
|
|
2023
Q3 | $10.3M | Sell |
151,603
-347,667
| -70% | -$23.7M | 3.25% | 11 |
|
|
2023
Q2 | $31.5M | Buy |
499,270
+292,128
| +141% | +$18.4M | 9.85% | 4 |
|
|
2023
Q1 | $12.5M | Sell |
207,142
-25,421
| -11% | -$1.53M | 4.43% | 9 |
|
|
2022
Q4 | $11.6M | Buy |
+232,563
| New | +$11.6M | 5.27% | 8 |
|