CWS
Confluence Wealth Services’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $761K | Buy |
10,809
+38
| +0.4% | +$2.67K | 0.04% | 206 |
|
|
2025
Q1 | $452K | Sell |
10,771
-405
| -4% | -$17K | 0.03% | 243 |
|
|
2024
Q4 | $666K | Sell |
11,176
-40
| -0.4% | -$2.38K | 0.04% | 195 |
|
|
2024
Q3 | $901K | Buy |
11,216
+450
| +4% | +$36.1K | 0.07% | 157 |
|
|
2024
Q2 | $985K | Buy |
10,766
+336
| +3% | +$30.7K | 0.08% | 150 |
|
|
2024
Q1 | $936K | Buy |
10,430
+368
| +4% | +$33K | 0.08% | 133 |
|
|
2023
Q4 | $907K | Sell |
10,062
-12
| -0.1% | -$1.08K | 0.1% | 122 |
|
|
2023
Q3 | $786K | Sell |
10,074
-1,000
| -9% | -$78.1K | 0.16% | 107 |
|
|
2023
Q2 | $992K | Buy |
11,074
+12
| +0.1% | +$1.08K | 0.21% | 93 |
|
|
2023
Q1 | $927K | Sell |
11,062
-50
| -0.4% | -$4.19K | 0.22% | 91 |
|
|
2022
Q4 | $781K | Hold |
11,112
| – | – | 0.2% | 101 |
|
|
2022
Q3 | $678K | Sell |
11,112
-400
| -3% | -$24.4K | 0.29% | 95 |
|
|
2022
Q2 | $821K | Buy |
+11,512
| New | +$821K | 0.36% | 96 |
|
|
2022
Q1 | – | Sell |
-1,312
| Closed | -$114K | – | 776 |
|
|
2021
Q4 | $114K | Buy |
+1,312
| New | +$114K | 0.04% | 312 |
|