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WR Wealth Planners’s Micron Technology MU Stock Holding History

WR Wealth Planners’s Portfolio MU Stock Details MU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$136K Sell
1,621
-97
-6% -$9.87K 0.04% 195
2024
Q3 		$178K Buy
1,718
+117
+7% +$12.2K 0.05% 202
2024
Q2 		$211K Buy
1,601
+134
+9% +$16.9K 0.06% 164
2024
Q1 		$173K Buy
+1,467
New +$133K 0.05% 191
2023
Q4 		– Sell
-1,331
Closed -$90.5K – 609
2023
Q3 		$90.5K Hold
1,331
– – 0.03% 254
2023
Q2 		$84K Buy
1,331
+202
+18% +$13K 0.03% 262
2023
Q1 		$68.1K Buy
1,129
+1,029
+1,029% +$60.3K 0.03% 279
2022
Q4 		$5K Hold
100
– – ﹤0.01% 326
2022
Q3 		$5.01K Hold
100
– – ﹤0.01% 311
2022
Q2 		$5.53K Hold
100
– – ﹤0.01% 333
2022
Q1 		$7.79K Buy
+100
New +$8.53K ﹤0.01% 323

Other funds holding MU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's MU Position: Q4 2024 in Review

WR Wealth Planners reduced its Micron Technology (MU) stake by 5.6% in Q4 2024, selling an estimated $9.87K and leaving 1,621 shares worth $136K. The position accounts for 0.04% of the portfolio, ranked #195.

WR Wealth Planners first reported a position in MU in Q1 2022 and has held it in 11 quarters since. The position peaked at $211K in Q2 2024. 1,706 funds tracked by Wall St. Rank hold MU as of Q4 2024.

  • WR Wealth Planners held 1,621 shares of Micron Technology worth $136K as of Q4 2024.
  • WR Wealth Planners sold 97 Micron Technology shares in Q4 2024, an estimated $9.87K.
  • Micron Technology made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #195 holding.
  • WR Wealth Planners first reported a position in Micron Technology in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's Micron Technology position peaked at $211K in Q2 2024.
  • 1,706 funds tracked by Wall St. Rank held Micron Technology as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.