B. Riley Wealth Advisors’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 | $324K | Buy |
+4,601
| New | +$324K | 0.02% | 667 |
|
|
2024
Q4 | $393K | Buy |
6,859
+305
| +5% | +$17.5K | 0.01% | 774 |
|
|
2024
Q3 | $520K | Sell |
6,554
-1,220
| -16% | -$96.8K | 0.01% | 731 |
|
|
2024
Q2 | $711K | Sell |
7,774
-369
| -5% | -$33.8K | 0.02% | 665 |
|
|
2024
Q1 | $636K | Buy |
8,143
+3,531
| +77% | +$276K | 0.02% | 682 |
|
|
2023
Q4 | $416K | Sell |
4,612
-3,531
| -43% | -$318K | 0.01% | 911 |
|
|
2023
Q3 | $636K | Buy |
8,143
+318
| +4% | +$24.8K | 0.02% | 682 |
|
|
2023
Q2 | $701K | Buy |
7,825
+2,940
| +60% | +$263K | 0.02% | 706 |
|
|
2023
Q1 | $409K | Buy |
4,885
+1,390
| +40% | +$116K | 0.01% | 898 |
|
|
2022
Q4 | $246K | Buy |
+3,495
| New | +$246K | 0.01% | 1148 |
|
|
2022
Q3 | – | Sell |
-3,677
| Closed | -$214K | – | 1495 |
|
|
2022
Q2 | $214K | Sell |
3,677
-640
| -15% | -$37.2K | 0.01% | 1023 |
|
|
2022
Q1 | $325K | Sell |
4,317
-209
| -5% | -$15.7K | 0.01% | 970 |
|
|
2021
Q4 | $395K | Sell |
4,526
-132
| -3% | -$11.5K | 0.01% | 938 |
|
|
2021
Q3 | $357K | Buy |
4,658
+110
| +2% | +$8.43K | 0.01% | 947 |
|
|
2021
Q2 | $342K | Sell |
4,548
-230
| -5% | -$17.3K | 0.01% | 952 |
|
|
2021
Q1 | $368K | Buy |
+4,778
| New | +$368K | 0.01% | 889 |
|
|
2020
Q2 | – | Sell |
-7,486
| Closed | -$254K | – | 886 |
|
|
2020
Q1 | $254K | Buy |
7,486
+38
| +0.5% | +$1.29K | 0.02% | 593 |
|
|
2019
Q4 | $390K | Buy |
7,448
+766
| +11% | +$40.1K | 0.03% | 507 |
|
|
2019
Q3 | $311K | Sell |
6,682
-900
| -12% | -$41.9K | 0.03% | 579 |
|
|
2019
Q2 | $329K | Buy |
7,582
+668
| +10% | +$29K | 0.04% | 523 |
|
|
2019
Q1 | $287K | Buy |
6,914
+480
| +7% | +$19.9K | 0.04% | 517 |
|
|
2018
Q4 | $232K | Sell |
6,434
-330
| -5% | -$11.9K | 0.03% | 531 |
|
|
2018
Q3 | $267K | Sell |
6,764
-270
| -4% | -$10.7K | 0.03% | 538 |
|
|
2018
Q2 | $320K | Sell |
7,034
-66
| -0.9% | -$3K | 0.04% | 443 |
|
|
2018
Q1 | $325K | Sell |
7,100
-8,524
| -55% | -$390K | 0.05% | 427 |
|
|
2017
Q4 | $687K | Buy |
15,624
+5,034
| +48% | +$221K | 0.09% | 245 |
|
|
2017
Q3 | $476K | Buy |
10,590
+1,956
| +23% | +$87.9K | 0.08% | 272 |
|
|
2017
Q2 | $335K | Sell |
8,634
-482
| -5% | -$18.7K | 0.06% | 333 |
|
|
2017
Q1 | $338K | Sell |
9,116
-3,494
| -28% | -$130K | 0.07% | 307 |
|
|
2016
Q4 | $406K | Buy |
12,610
+636
| +5% | +$20.5K | 0.08% | 271 |
|
|
2016
Q3 | $373K | Sell |
11,974
-4,268
| -26% | -$133K | 0.07% | 338 |
|
|
2016
Q2 | $413K | Buy |
16,242
+2,126
| +15% | +$54.1K | 0.08% | 299 |
|
|
2016
Q1 | $340K | Sell |
14,116
-13,214
| -48% | -$318K | 0.08% | 314 |
|
|
2015
Q4 | $636K | Sell |
27,330
-402
| -1% | -$9.36K | 0.13% | 192 |
|
|
2015
Q3 | $598K | Buy |
27,732
+3,108
| +13% | +$67K | 0.14% | 199 |
|
|
2015
Q2 | $585K | Buy |
24,624
+316
| +1% | +$7.51K | 0.15% | 183 |
|
|
2015
Q1 | $594K | Buy |
24,308
+88
| +0.4% | +$2.15K | 0.14% | 184 |
|
|
2014
Q4 | $5.4K | Buy |
+24,220
| New | +$5.4K | 0.12% | 221 |
|
|
2014
Q3 | – | Sell |
-26,372
| Closed | -$644K | – | 1372 |
|
|
2014
Q2 | $644K | Buy |
+26,372
| New | +$644K | 0.15% | 153 |
|