CWM
Concentric Wealth Management’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.96M | Buy |
36,884
+2,193
| +6% | +$176K | 0.72% | 55 |
|
|
2024
Q2 | $3.17M | Buy |
34,691
+640
| +2% | +$58.6K | 0.83% | 48 |
|
|
2024
Q1 | $3.05M | Buy |
34,051
+331
| +1% | +$29.7K | 0.81% | 52 |
|
|
2023
Q4 | $3.04M | Buy |
33,720
+943
| +3% | +$85K | 0.88% | 46 |
|
|
2023
Q3 | $2.56M | Buy |
32,777
+410
| +1% | +$32K | 0.84% | 48 |
|
|
2023
Q2 | $2.9M | Buy |
32,367
+221
| +0.7% | +$19.8K | 0.92% | 46 |
|
|
2023
Q1 | $2.69M | Buy |
32,146
+1,207
| +4% | +$101K | 0.89% | 49 |
|
|
2022
Q4 | $2.17M | Buy |
+30,939
| New | +$2.17M | 0.74% | 56 |
|