EP Wealth Advisors’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Sell |
12,113
-955
| -7% | -$67.2K | 0.01% | 609 |
|
|
2025
Q1 | $633K | Sell |
13,068
-699
| -5% | -$33.8K | 0.01% | 621 |
|
|
2024
Q4 | $790K | Sell |
13,767
-958
| -7% | -$54.9K | 0.01% | 568 |
|
|
2024
Q3 | $1.18M | Buy |
14,725
+264
| +2% | +$21.2K | 0.01% | 458 |
|
|
2024
Q2 | $1.32M | Buy |
14,461
+266
| +2% | +$24.3K | 0.01% | 340 |
|
|
2024
Q1 | $1.27M | Buy |
14,195
+1,940
| +16% | +$174K | 0.01% | 339 |
|
|
2023
Q4 | $1.11M | Sell |
12,255
-977
| -7% | -$88.1K | 0.01% | 351 |
|
|
2023
Q3 | $1.03M | Buy |
13,232
+6,549
| +98% | +$511K | 0.02% | 326 |
|
|
2023
Q2 | $1.19M | Sell |
6,683
-44,573
| -87% | -$7.95M | 0.02% | 302 |
|
|
2023
Q1 | $14.3M | Buy |
51,256
+42,965
| +518% | +$12M | 0.25% | 71 |
|
|
2022
Q4 | $582K | Buy |
+8,291
| New | +$582K | 0.01% | 354 |
|
|
2022
Q3 | – | Sell |
-8,401
| Closed | -$488K | – | 508 |
|
|
2022
Q2 | $488K | Buy |
8,401
+1,073
| +15% | +$62.3K | 0.01% | 377 |
|
|
2022
Q1 | $551K | Buy |
7,328
+1,092
| +18% | +$82.1K | 0.01% | 361 |
|
|
2021
Q4 | $543K | Buy |
6,236
+1,880
| +43% | +$164K | 0.01% | 339 |
|
|
2021
Q3 | $334K | Buy |
4,356
+880
| +25% | +$67.5K | 0.01% | 413 |
|
|
2021
Q2 | $260K | Buy |
3,476
+2
| +0.1% | +$150 | 0.01% | 469 |
|
|
2021
Q1 | $270K | Buy |
+3,474
| New | +$270K | 0.01% | 419 |
|