EWA
Encompass Wealth Advisors’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
+3,502
| New | +$246K | 0.09% | 93 |
|
|
2025
Q1 | – | Sell |
-3,490
| Closed | -$200K | – | 101 |
|
|
2024
Q4 | $200K | Sell |
3,490
-120
| -3% | -$6.88K | 0.08% | 98 |
|
|
2024
Q3 | $290K | Hold |
3,610
| – | – | 0.07% | 201 |
|
|
2024
Q2 | $330K | Hold |
3,610
| – | – | 0.09% | 175 |
|
|
2024
Q1 | $324K | Hold |
3,610
| – | – | 0.09% | 186 |
|
|
2023
Q4 | $326K | Hold |
3,610
| – | – | 0.1% | 161 |
|
|
2023
Q3 | $282K | Hold |
3,610
| – | – | 0.09% | 162 |
|
|
2023
Q2 | $323K | Hold |
3,610
| – | – | 0.11% | 159 |
|
|
2023
Q1 | $302K | Hold |
3,610
| – | – | 0.1% | 159 |
|
|
2022
Q4 | $254K | Hold |
3,610
| – | – | 0.09% | 166 |
|
|
2022
Q3 | $220K | Sell |
3,610
-410
| -10% | -$25K | 0.08% | 183 |
|
|
2022
Q2 | $233K | Hold |
4,020
| – | – | 0.08% | 175 |
|
|
2022
Q1 | $302K | Sell |
4,020
-6,000
| -60% | -$451K | 0.08% | 173 |
|
|
2021
Q4 | $872K | Buy |
10,020
+5,010
| +100% | +$436K | 0.21% | 83 |
|
|
2021
Q3 | $768K | Sell |
5,010
-80
| -2% | -$12.3K | 0.2% | 90 |
|
|
2021
Q2 | $762K | Hold |
5,090
| – | – | 0.19% | 95 |
|
|
2021
Q1 | $737K | Hold |
5,090
| – | – | 0.19% | 98 |
|
|
2020
Q4 | $703K | Buy |
+5,090
| New | +$703K | 0.4% | 51 |
|