EFS
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Essex Financial Services’s Microchip Technology MCHP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$242K Sell
3,439
-770
-18% -$54.2K 0.02% 606
2025
Q1
$204K Sell
4,209
-682
-14% -$33K 0.01% 605
2024
Q4
$280K Buy
4,891
+813
+20% +$46.6K 0.02% 509
2024
Q3
$308K Sell
4,078
-479
-11% -$36.1K 0.02% 492
2024
Q2
$352K Buy
4,557
+860
+23% +$66.5K 0.03% 447
2024
Q1
$332K Buy
3,697
+445
+14% +$39.9K 0.03% 398
2023
Q4
$293K Buy
+3,252
New +$293K 0.03% 396
2023
Q3
Sell
-2,377
Closed -$213K 484
2023
Q2
$213K Sell
2,377
-63
-3% -$5.65K 0.02% 437
2023
Q1
$204K Buy
+2,440
New +$204K 0.02% 462
2022
Q2
Sell
-3,772
Closed -$283K 505
2022
Q1
$283K Sell
3,772
-23
-0.6% -$1.73K 0.03% 389
2021
Q4
$330K Buy
3,795
+1,898
+100% +$165K 0.03% 355
2021
Q3
$291K Buy
1,897
+502
+36% +$77K 0.03% 350
2021
Q2
$217K Hold
1,395
0.03% 417
2021
Q1
$217K Buy
+1,395
New +$217K 0.04% 327