Compass Wealth Management’s Microchip Technology MCHP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6
Closed -$345 441
2024
Q4
$345 Sell
6
-1,915
-100% -$110K ﹤0.01% 389
2024
Q3
$154K Sell
1,921
-875
-31% -$70.3K 0.04% 170
2024
Q2
$256K Sell
2,796
-230
-8% -$21K 0.06% 144
2024
Q1
$271K Sell
3,026
-7,358
-71% -$660K 0.07% 142
2023
Q4
$936K Sell
10,384
-2,425
-19% -$219K 0.26% 85
2023
Q3
$1,000K Sell
12,809
-1,265
-9% -$98.7K 0.31% 85
2023
Q2
$1.26M Sell
14,074
-625
-4% -$56K 0.38% 77
2023
Q1
$1.23M Sell
14,699
-920
-6% -$77.1K 0.39% 76
2022
Q4
$1.1M Buy
+15,619
New +$1.1M 0.36% 83