XWM
Xcel Wealth Management’s Micron Technology MU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
2,237
-3,776
| -63% | -$465K | 0.08% | 122 |
|
|
2025
Q1 | $522K | Sell |
6,013
-144
| -2% | -$12.5K | 0.16% | 88 |
|
|
2024
Q4 | $518K | Buy |
6,157
+108
| +2% | +$9.09K | 0.14% | 87 |
|
|
2024
Q3 | $627K | Buy |
6,049
+3,654
| +153% | +$379K | 0.18% | 78 |
|
|
2024
Q2 | $315K | Buy |
+2,395
| New | +$315K | 0.1% | 98 |
|
|
2021
Q3 | – | Sell |
-3,290
| Closed | -$280K | – | 139 |
|
|
2021
Q2 | $280K | Sell |
3,290
-110
| -3% | -$9.36K | 0.08% | 127 |
|
|
2021
Q1 | $300K | Sell |
3,400
-4,280
| -56% | -$378K | 0.11% | 110 |
|
|
2020
Q4 | $577K | Sell |
7,680
-350
| -4% | -$26.3K | 0.25% | 74 |
|
|
2020
Q3 | $377K | Sell |
8,030
-1,700
| -17% | -$79.8K | 0.19% | 82 |
|
|
2020
Q2 | $501K | Buy |
9,730
+150
| +2% | +$7.72K | 0.31% | 61 |
|
|
2020
Q1 | $402K | Buy |
9,580
+2,955
| +45% | +$124K | 0.36% | 56 |
|
|
2019
Q4 | $356K | Buy |
6,625
+250
| +4% | +$13.4K | 0.3% | 54 |
|
|
2019
Q3 | $273K | Sell |
6,375
-3,650
| -36% | -$156K | 0.25% | 61 |
|
|
2019
Q2 | $386K | Sell |
10,025
-4,700
| -32% | -$181K | 0.38% | 54 |
|
|
2019
Q1 | $608K | Sell |
14,725
-6,500
| -31% | -$268K | 0.63% | 42 |
|
|
2018
Q4 | $673K | Buy |
+21,225
| New | +$673K | 0.82% | 32 |
|