BTWM
Baker Tilly Wealth Management’s Microchip Technology MCHP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-3,836
| Closed | -$308K | – | 247 |
|
2024
Q3 | $308K | Buy |
3,836
+836
| +28% | +$67.1K | 0.14% | 176 |
|
2024
Q2 | $274K | Sell |
3,000
-1,125
| -27% | -$103K | 0.11% | 209 |
|
2024
Q1 | $370K | Buy |
4,125
+3
| +0.1% | +$269 | 0.07% | 316 |
|
2023
Q4 | $372K | Sell |
4,122
-791
| -16% | -$71.3K | 0.06% | 352 |
|
2023
Q3 | $383K | Sell |
4,913
-10,253
| -68% | -$800K | 0.06% | 317 |
|
2023
Q2 | $1.36M | Sell |
15,166
-1,044
| -6% | -$93.5K | 0.14% | 156 |
|
2023
Q1 | $1.36M | Sell |
16,210
-852
| -5% | -$71.4K | 0.15% | 146 |
|
2022
Q4 | $1.2M | Buy |
17,062
+2,589
| +18% | +$182K | 0.15% | 162 |
|
2022
Q3 | $883K | Sell |
14,473
-680
| -4% | -$41.5K | 0.12% | 189 |
|
2022
Q2 | $880K | Sell |
15,153
-1,171
| -7% | -$68K | 0.12% | 195 |
|
2022
Q1 | $1.23M | Sell |
16,324
-123
| -0.7% | -$9.25K | 0.14% | 155 |
|
2021
Q4 | $1.43M | Buy |
16,447
+8,479
| +106% | +$738K | 0.15% | 136 |
|
2021
Q3 | $1.22M | Buy |
7,968
+479
| +6% | +$73.5K | 0.16% | 129 |
|
2021
Q2 | $1.12M | Sell |
7,489
-127
| -2% | -$19K | 0.18% | 125 |
|
2021
Q1 | $1.18M | Buy |
7,616
+4,946
| +185% | +$768K | 0.24% | 101 |
|
2020
Q4 | $369K | Buy |
+2,670
| New | +$369K | 0.11% | 195 |
|