BWM
BerganKDV Wealth Management’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $121K | Hold |
1,356
| – | – | 0.01% | 275 |
|
|
2023
Q1 | $114K | Hold |
1,356
| – | – | 0.01% | 301 |
|
|
2022
Q4 | $95.3K | Sell |
1,356
-844
| -38% | -$59.3K | 0.01% | 312 |
|
|
2022
Q3 | $134K | Hold |
2,200
| – | – | 0.02% | 262 |
|
|
2022
Q2 | $128K | Hold |
2,200
| – | – | 0.01% | 281 |
|
|
2022
Q1 | $165K | Hold |
2,200
| – | – | 0.02% | 259 |
|
|
2021
Q4 | $192K | Buy |
2,200
+982
| +81% | +$85.7K | 0.02% | 266 |
|
|
2021
Q3 | $187K | Hold |
1,218
| – | – | 0.02% | 251 |
|
|
2021
Q2 | $182K | Hold |
1,218
| – | – | 0.02% | 250 |
|
|
2021
Q1 | $189K | Sell |
1,218
-163
| -12% | -$25.3K | 0.02% | 243 |
|
|
2020
Q4 | $191K | Buy |
1,381
+419
| +44% | +$58K | 0.03% | 223 |
|
|
2020
Q3 | $99K | Sell |
962
-5,316
| -85% | -$547K | 0.02% | 265 |
|
|
2020
Q2 | $661K | Sell |
6,278
-309
| -5% | -$32.5K | 0.11% | 125 |
|
|
2020
Q1 | $447K | Sell |
6,587
-199
| -3% | -$13.5K | 0.09% | 141 |
|
|
2019
Q4 | $711K | Sell |
6,786
-408
| -6% | -$42.7K | 0.13% | 124 |
|
|
2019
Q3 | $668K | Sell |
7,194
-3,063
| -30% | -$284K | 0.13% | 111 |
|
|
2019
Q2 | $889K | Sell |
10,257
-688
| -6% | -$59.6K | 0.18% | 101 |
|
|
2019
Q1 | $908K | Sell |
10,945
-439
| -4% | -$36.4K | 0.19% | 95 |
|
|
2018
Q4 | $819K | Buy |
11,384
+1,541
| +16% | +$111K | 0.19% | 93 |
|
|
2018
Q3 | $777K | Sell |
9,843
-1,514
| -13% | -$120K | 0.17% | 103 |
|
|
2018
Q2 | $1.03M | Sell |
11,357
-713
| -6% | -$64.9K | 0.23% | 77 |
|
|
2018
Q1 | $1.1M | Buy |
+12,070
| New | +$1.1M | 0.3% | 72 |
|