Davidson Capital Management’s Monolithic Power Systems MPWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.92M	Buy	5,412 +803	+17%	+$877K	1.07%	16
2025 Q4	$4.18M	Buy	4,609 +69	+2%	+$66.4K	0.9%	23
2025 Q3	$4.18M	Sell	4,540 -58	-1%	-$47K	0.93%	19
2025 Q2	$3.36M	Sell	4,598 -554	-11%	-$353K	0.81%	32
2025 Q1	$2.99M	Buy	5,152 +5,136	+32,100%	+$3.24M	0.81%	26
2024 Q4	$9.47K	Buy	16 +4	+33%	+$2.9K	﹤0.01%	65
2024 Q3	$11.1K	Hold	12	–	–	﹤0.01%	51
2024 Q2	$9.86K	Hold	12	–	–	﹤0.01%	54
2024 Q1	$8.13K	Buy	12 +1	+9%	+$668	﹤0.01%	75
2023 Q4	$6.94K	Buy	11 +1	+10%	+$522	﹤0.01%	87
2023 Q3	$4.62K	Hold	10	–	–	﹤0.01%	79
2023 Q2	$5.4K	Hold	10	–	–	﹤0.01%	63
2023 Q1	$5.01K	Buy	10 +2	+25%	+$919	﹤0.01%	56
2022 Q4	$2.83K	Buy	8 +1	+14%	+$359	﹤0.01%	91
2022 Q3	$3K	Buy	7 +1	+17%	+$445	﹤0.01%	61
2022 Q2	$2K	Hold	6	–	–	﹤0.01%	66
2022 Q1	$3K	Hold	6	–	–	﹤0.01%	68
2021 Q4	$3K	Sell	6 -1	-14%	-$516	﹤0.01%	78
2021 Q3	$3K	Hold	7	–	–	﹤0.01%	76
2021 Q2	$3K	Buy	+7	New	+$2.46K	﹤0.01%	74