CWM
Curi Wealth Management’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-138,996
| Closed | -$12.5M | – | 86 |
|
|
2023
Q4 | $12.5M | Sell |
138,996
-16,421
| -11% | -$1.48M | 1.73% | 16 |
|
|
2023
Q3 | $12.1M | Sell |
155,417
-9,427
| -6% | -$736K | 1.86% | 17 |
|
|
2023
Q2 | $14.8M | Sell |
164,844
-9,811
| -6% | -$879K | 2% | 12 |
|
|
2023
Q1 | $14.6M | Sell |
174,655
-12,409
| -7% | -$1.04M | 2.1% | 11 |
|
|
2022
Q4 | $13.1M | Sell |
187,064
-4,979
| -3% | -$350K | 1.84% | 18 |
|
|
2022
Q3 | $11.7M | Buy |
192,043
+8,037
| +4% | +$490K | 1.94% | 17 |
|
|
2022
Q2 | $10.7M | Sell |
184,006
-647
| -0.4% | -$37.6K | 2.06% | 18 |
|
|
2022
Q1 | $13.9M | Buy |
184,653
+23,659
| +15% | +$1.78M | 2.4% | 13 |
|
|
2021
Q4 | $14M | Buy |
+160,994
| New | +$14M | 2.42% | 12 |
|