Evercore Wealth Management’s Microchip Technology MCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,910
| Closed | -$239K | – | 401 |
|
|
2022
Q3 | $239K | Hold |
3,910
| – | – | 0.01% | 349 |
|
|
2022
Q2 | $227K | Hold |
3,910
| – | – | ﹤0.01% | 360 |
|
|
2022
Q1 | $294K | Sell |
3,910
-42
| -1% | -$3.16K | 0.01% | 357 |
|
|
2021
Q4 | $344K | Hold |
3,952
| – | – | 0.01% | 334 |
|
|
2021
Q3 | $303K | Hold |
3,952
| – | – | 0.01% | 360 |
|
|
2021
Q2 | $296K | Sell |
3,952
-26
| -0.7% | -$1.98K | 0.01% | 365 |
|
|
2021
Q1 | $309K | Sell |
3,978
-186
| -4% | -$13.9K | 0.01% | 359 |
|
|
2020
Q4 | $288K | Buy |
4,164
+12
| +0.3% | +$747 | 0.01% | 363 |
|
|
2020
Q3 | $213K | Buy |
4,152
+42
| +1% | +$2.19K | 0.01% | 358 |
|
|
2020
Q2 | $216K | Buy |
+4,110
| New | +$185K | 0.01% | 350 |
|
|
2020
Q1 | – | Sell |
-4,194
| Closed | -$220K | – | 387 |
|
|
2019
Q4 | $220K | Buy |
+4,194
| New | +$203K | 0.01% | 378 |
|
|
2018
Q1 | – | Sell |
-3,670
| Closed | -$161K | – | 613 |
|
|
2017
Q4 | $161K | Hold |
3,670
| – | – | 0.01% | 394 |
|
|
2017
Q3 | $165K | Hold |
3,670
| – | – | 0.01% | 391 |
|
|
2017
Q2 | $142K | Hold |
3,670
| – | – | 0.01% | 414 |
|
|
2017
Q1 | $135K | Hold |
3,670
| – | – | 0.01% | 428 |
|
|
2016
Q4 | $118K | Buy |
3,670
+1,270
| +53% | +$39.9K | ﹤0.01% | 464 |
|
|
2016
Q3 | $75K | Hold |
2,400
| – | – | ﹤0.01% | 525 |
|
|
2016
Q2 | $61K | Sell |
2,400
-1,014
| -30% | -$25.2K | ﹤0.01% | 540 |
|
|
2016
Q1 | $82K | Sell |
3,414
-300
| -8% | -$6.68K | ﹤0.01% | 487 |
|
|
2015
Q4 | $86K | Buy |
3,714
+2,700
| +266% | +$63.3K | ﹤0.01% | 496 |
|
|
2015
Q3 | $22K | Hold |
1,014
| – | – | ﹤0.01% | 725 |
|
|
2015
Q2 | $24K | Sell |
1,014
-630
| -38% | -$15.3K | ﹤0.01% | 763 |
|
|
2015
Q1 | $40K | Buy |
1,644
+630
| +62% | +$15.2K | ﹤0.01% | 664 |
|
|
2014
Q4 | $23K | Hold |
1,014
| – | – | ﹤0.01% | 650 |
|
|
2014
Q3 | $24K | Hold |
1,014
| – | – | ﹤0.01% | 709 |
|
|
2014
Q2 | $25K | Hold |
1,014
| – | – | ﹤0.01% | 705 |
|
|
2014
Q1 | $24K | Hold |
1,014
| – | – | ﹤0.01% | 716 |
|
|
2013
Q4 | $23K | Sell |
1,014
-352
| -26% | -$7.38K | ﹤0.01% | 661 |
|
|
2013
Q3 | $27K | Buy |
+1,366
| New | +$27.1K | ﹤0.01% | 637 |
|
Other funds holding MCHP
