Carson Wealth (CWM LLC)’s Microchip Technology MCHP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.65M Buy
51,831
+11,294
+28% +$795K 0.01% 693
2025
Q1
$1.96M Buy
40,537
+3,299
+9% +$160K 0.01% 837
2024
Q4
$2.14M Buy
37,238
+4,283
+13% +$246K 0.01% 760
2024
Q3
$2.65M Buy
32,955
+403
+1% +$32.4K 0.01% 615
2024
Q2
$2.98M Buy
32,552
+8,828
+37% +$808K 0.01% 537
2024
Q1
$2.13M Buy
23,724
+4,034
+20% +$362K 0.01% 603
2023
Q4
$1.78M Sell
19,690
-2,022
-9% -$182K 0.01% 603
2023
Q3
$1.7M Buy
21,712
+1,758
+9% +$137K 0.01% 585
2023
Q2
$1.79M Buy
19,954
+4,027
+25% +$361K 0.01% 543
2023
Q1
$1.33M Buy
15,927
+522
+3% +$43.7K 0.01% 572
2022
Q4
$1.08M Sell
15,405
-2,030
-12% -$143K 0.01% 591
2022
Q3
$1.06M Buy
17,435
+2,900
+20% +$177K 0.01% 546
2022
Q2
$844K Buy
14,535
+1,027
+8% +$59.6K 0.01% 602
2022
Q1
$1.02M Buy
13,508
+1,672
+14% +$126K 0.01% 555
2021
Q4
$1.03M Buy
+11,836
New +$1.03M 0.01% 568
2021
Q2
$204K Hold
2,720
﹤0.01% 896
2021
Q1
$204K Hold
2,720
﹤0.01% 896
2020
Q4
$204K Hold
2,720
﹤0.01% 896
2020
Q3
$204K Hold
2,720
﹤0.01% 896
2020
Q2
$204K Hold
2,720
﹤0.01% 896
2020
Q1
$204K Hold
2,720
﹤0.01% 896
2019
Q4
$204K Hold
2,720
﹤0.01% 896
2019
Q3
$204K Hold
2,720
﹤0.01% 896
2019
Q2
$204K Hold
2,720
﹤0.01% 896
2019
Q1
$204K Buy
2,720
+1,172
+76% +$87.9K ﹤0.01% 896
2018
Q4
$56K Buy
1,548
+1,156
+295% +$41.8K ﹤0.01% 854
2018
Q3
$15K Buy
392
+326
+494% +$12.5K ﹤0.01% 1037
2018
Q2
$3K Hold
66
﹤0.01% 1296
2018
Q1
$3K Sell
66
-240
-78% -$10.9K ﹤0.01% 1104
2017
Q4
$13K Sell
306
-418
-58% -$17.8K ﹤0.01% 820
2017
Q3
$33K Buy
724
+246
+51% +$11.2K ﹤0.01% 602
2017
Q2
$18K Buy
478
+114
+31% +$4.29K ﹤0.01% 649
2017
Q1
$13K Buy
+364
New +$13K ﹤0.01% 693
2014
Q1
Sell
-42,374
Closed -$948K 321
2013
Q4
$948K Buy
42,374
+18,572
+78% +$415K 0.15% 96
2013
Q3
$479K Buy
+23,802
New +$479K 0.13% 113