Ownership history in Beta Wealth Group, Inc. · 16 quarters on record
This page tracks every 13F SEC filing in which Beta Wealth Group, Inc. reported a position in MICRON TECHNOLOGY INC (MU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 6,500 | -305 | -4.5% | 0.43% | $1.1M | $167.15 |
| 2025 Q2 | ADDED | 6,805 | +102 | +1.5% | 0.31% | $839K | $123.01 |
| 2025 Q1 | ADDED | 6,703 | +500 | +8.1% | 0.21% | $582K | $86.72 |
| 2024 Q4 | ADDED | 6,203 | +101 | +1.7% | 0.23% | $522K | $83.89 |
| 2024 Q3 | ADDED | 6,102 | +600 | +10.9% | 0.29% | $633K | $103.12 |
| 2024 Q2 | REDUCED | 5,502 | -1,699 | -23.6% | 0.34% | $724K | $130.67 |
| 2024 Q1 | ADDED | 7,201 | +100 | +1.4% | 0.41% | $849K | $117.12 |
| 2023 Q4 | ADDED | 7,101 | +200 | +2.9% | 0.32% | $606K | $84.70 |
| 2023 Q3 | ADDED | 6,901 | +201 | +3.0% | 0.28% | $469K | $67.32 |
| 2023 Q2 | ADDED | 6,700 | +900 | +15.5% | 0.24% | $423K | $62.33 |
As of 2025 Q4 — sorted by position size