AWM
Avior Wealth Management’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,992
| Closed | -$172K | – | 1680 |
|
|
2024
Q4 | $172K | Sell |
2,992
-12
| -0.4% | -$688 | 0.01% | 748 |
|
|
2024
Q3 | $241K | Buy |
3,004
+78
| +3% | +$6.26K | 0.01% | 654 |
|
|
2024
Q2 | $263K | Sell |
2,926
-370
| -11% | -$33.3K | 0.01% | 602 |
|
|
2024
Q1 | $296K | Buy |
3,296
+2,485
| +306% | +$223K | 0.01% | 590 |
|
|
2023
Q4 | $73.1K | Sell |
811
-71
| -8% | -$6.4K | ﹤0.01% | 668 |
|
|
2023
Q3 | $68.8K | Hold |
882
| – | – | ﹤0.01% | 701 |
|
|
2023
Q2 | $79K | Hold |
882
| – | – | 0.01% | 673 |
|
|
2023
Q1 | $73.9K | Buy |
882
+340
| +63% | +$28.5K | 0.01% | 695 |
|
|
2022
Q4 | $38.1K | Hold |
542
| – | – | ﹤0.01% | 670 |
|
|
2022
Q3 | $33K | Buy |
542
+142
| +36% | +$8.65K | ﹤0.01% | 669 |
|
|
2022
Q2 | $23K | Hold |
400
| – | – | ﹤0.01% | 665 |
|
|
2022
Q1 | $30K | Hold |
400
| – | – | ﹤0.01% | 657 |
|
|
2021
Q4 | $34K | Hold |
400
| – | – | ﹤0.01% | 622 |
|
|
2021
Q3 | $61K | Buy |
+400
| New | +$61K | 0.01% | 539 |
|
|
2021
Q2 | – | Sell |
-11
| Closed | -$1K | – | 1101 |
|
|
2021
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 962 |
|
|
2020
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 927 |
|
|
2018
Q2 | – | Sell |
-14
| Closed | -$1K | – | 832 |
|
|
2018
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 745 |
|
|
2017
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 748 |
|
|
2016
Q2 | – | Sell |
-330
| Closed | -$16K | – | 481 |
|
|
2016
Q1 | $16K | Buy |
330
+85
| +35% | +$4.12K | 0.01% | 307 |
|
|
2015
Q4 | $11K | Buy |
+245
| New | +$11K | 0.01% | 311 |
|