EWM
Empirical Wealth Management’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Sell |
10,776
-1,804
| -14% | -$127K | 0.02% | 339 |
|
|
2025
Q1 | $609K | Sell |
12,580
-31,200
| -71% | -$1.51M | 0.02% | 370 |
|
|
2024
Q4 | $2.51M | Buy |
43,780
+2,384
| +6% | +$137K | 0.07% | 170 |
|
|
2024
Q3 | $3.32M | Buy |
41,396
+4,754
| +13% | +$382K | 0.09% | 144 |
|
|
2024
Q2 | $3.35M | Buy |
36,642
+803
| +2% | +$73.5K | 0.1% | 132 |
|
|
2024
Q1 | $3.22M | Sell |
35,839
-2,526
| -7% | -$227K | 0.1% | 134 |
|
|
2023
Q4 | $3.46M | Buy |
38,365
+2,083
| +6% | +$188K | 0.11% | 123 |
|
|
2023
Q3 | $2.83M | Buy |
36,282
+1,624
| +5% | +$127K | 0.11% | 124 |
|
|
2023
Q2 | $3.11M | Buy |
34,658
+15,926
| +85% | +$1.43M | 0.12% | 120 |
|
|
2023
Q1 | $1.57M | Buy |
18,732
+132
| +0.7% | +$11.1K | 0.07% | 165 |
|
|
2022
Q4 | $1.31M | Sell |
18,600
-76
| -0.4% | -$5.34K | 0.06% | 176 |
|
|
2022
Q3 | $1.14M | Sell |
18,676
-428
| -2% | -$26.1K | 0.06% | 188 |
|
|
2022
Q2 | $1.11M | Sell |
19,104
-34
| -0.2% | -$1.98K | 0.06% | 185 |
|
|
2022
Q1 | $1.44M | Sell |
19,138
-98
| -0.5% | -$7.36K | 0.07% | 168 |
|
|
2021
Q4 | $1.68M | Buy |
19,236
+9,618
| +100% | +$838K | 0.08% | 156 |
|
|
2021
Q3 | $1.48M | Sell |
9,618
-23,548
| -71% | -$3.61M | 0.08% | 146 |
|
|
2021
Q2 | $4.97M | Buy |
+33,166
| New | +$4.97M | 0.3% | 58 |
|
|
2020
Q1 | – | Sell |
-6,220
| Closed | -$651K | – | 336 |
|
|
2019
Q4 | $651K | Hold |
6,220
| – | – | 0.07% | 155 |
|
|
2019
Q3 | $578K | Buy |
6,220
+350
| +6% | +$32.5K | 0.07% | 159 |
|
|
2019
Q2 | $509K | Sell |
5,870
-5,970
| -50% | -$518K | 0.07% | 152 |
|
|
2019
Q1 | $982K | Sell |
11,840
-50
| -0.4% | -$4.15K | 0.14% | 89 |
|
|
2018
Q4 | $855K | Sell |
11,890
-2,850
| -19% | -$205K | 0.15% | 81 |
|
|
2018
Q3 | $1.16M | Sell |
14,740
-675
| -4% | -$53.3K | 0.21% | 58 |
|
|
2018
Q2 | $1.4M | Hold |
15,415
| – | – | 0.26% | 54 |
|
|
2018
Q1 | $1.41M | Hold |
15,415
| – | – | 0.28% | 51 |
|
|
2017
Q4 | $1.36M | Hold |
15,415
| – | – | 0.29% | 44 |
|
|
2017
Q3 | $1.38M | Buy |
+15,415
| New | +$1.38M | 0.32% | 43 |
|