Avantax Planning Partners’s Microchip Technology MCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
4,239
-450
| -10% | -$31.7K | 0.01% | 353 |
|
|
2025
Q1 | $227K | Sell |
4,689
-339
| -7% | -$16.4K | 0.01% | 385 |
|
|
2024
Q4 | $288K | Buy |
5,028
+132
| +3% | +$7.57K | 0.01% | 339 |
|
|
2024
Q3 | $393K | Sell |
4,896
-664
| -12% | -$53.3K | 0.01% | 292 |
|
|
2024
Q2 | $509K | Sell |
5,560
-3,223
| -37% | -$295K | 0.02% | 282 |
|
|
2024
Q1 | $788K | Sell |
8,783
-144
| -2% | -$12.9K | 0.03% | 228 |
|
|
2023
Q4 | $805K | Sell |
8,927
-248
| -3% | -$22.4K | 0.03% | 188 |
|
|
2023
Q3 | $716K | Buy |
9,175
+709
| +8% | +$55.3K | 0.03% | 191 |
|
|
2023
Q2 | $758K | Buy |
8,466
+150
| +2% | +$13.4K | 0.03% | 192 |
|
|
2023
Q1 | $697K | Buy |
8,316
+83
| +1% | +$6.95K | 0.03% | 202 |
|
|
2022
Q4 | $578K | Sell |
8,233
-1,185
| -13% | -$83.2K | 0.02% | 223 |
|
|
2022
Q3 | $575K | Sell |
9,418
-601
| -6% | -$36.7K | 0.03% | 209 |
|
|
2022
Q2 | $582K | Sell |
10,019
-537
| -5% | -$31.2K | 0.02% | 204 |
|
|
2022
Q1 | $793K | Sell |
10,556
-104
| -1% | -$7.81K | 0.03% | 182 |
|
|
2021
Q4 | $928K | Hold |
10,660
| – | – | 0.04% | 162 |
|
|
2021
Q3 | $818K | Buy |
10,660
+182
| +2% | +$14K | 0.04% | 157 |
|
|
2021
Q2 | $784K | Hold |
10,478
| – | – | 0.04% | 156 |
|
|
2021
Q1 | $813K | Buy |
10,478
+366
| +4% | +$28.4K | 0.04% | 147 |
|
|
2020
Q4 | $698K | Sell |
10,112
-5,876
| -37% | -$406K | 0.04% | 151 |
|
|
2020
Q3 | $821K | Buy |
15,988
+240
| +2% | +$12.3K | 0.04% | 136 |
|
|
2020
Q2 | $829K | Sell |
15,748
-594
| -4% | -$31.3K | 0.05% | 133 |
|
|
2020
Q1 | $554K | Buy |
16,342
+284
| +2% | +$9.63K | 0.04% | 145 |
|
|
2019
Q4 | $841K | Sell |
16,058
-50
| -0.3% | -$2.62K | 0.05% | 127 |
|
|
2019
Q3 | $748K | Sell |
16,108
-870
| -5% | -$40.4K | 0.05% | 132 |
|
|
2019
Q2 | $746K | Sell |
16,978
-1,000
| -6% | -$43.9K | 0.05% | 130 |
|
|
2019
Q1 | $746K | Sell |
17,978
-20
| -0.1% | -$830 | 0.05% | 127 |
|
|
2018
Q4 | $647K | Buy |
17,998
+3,898
| +28% | +$140K | 0.05% | 125 |
|
|
2018
Q3 | $556K | Buy |
14,100
+1,600
| +13% | +$63.1K | 0.04% | 133 |
|
|
2018
Q2 | $569K | Sell |
12,500
-4,746
| -28% | -$216K | 0.05% | 124 |
|
|
2018
Q1 | $788K | Sell |
17,246
-392
| -2% | -$17.9K | 0.07% | 120 |
|
|
2017
Q4 | $775K | Sell |
17,638
-320
| -2% | -$14.1K | 0.07% | 122 |
|
|
2017
Q3 | $806K | Sell |
17,958
-2,198
| -11% | -$98.7K | 0.06% | 141 |
|
|
2017
Q2 | $778K | Sell |
20,156
-1,026
| -5% | -$39.6K | 0.07% | 139 |
|
|
2017
Q1 | $781K | Buy |
21,182
+198
| +0.9% | +$7.3K | 0.07% | 135 |
|
|
2016
Q4 | $673K | Buy |
+20,984
| New | +$673K | 0.07% | 135 |
|