EWM
Evercore Wealth Management’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 | Buy |
3,952
+1,976
| +100% | +$172K | 0.01% | 334 |
|
|
2021
Q3 | $303K | Hold |
1,976
| – | – | 0.01% | 360 |
|
|
2021
Q2 | $296K | Sell |
1,976
-13
| -0.7% | -$1.95K | 0.01% | 365 |
|
|
2021
Q1 | $309K | Sell |
1,989
-93
| -4% | -$14.4K | 0.01% | 359 |
|
|
2020
Q4 | $288K | Buy |
2,082
+6
| +0.3% | +$830 | 0.01% | 362 |
|
|
2020
Q3 | $213K | Buy |
2,076
+21
| +1% | +$2.16K | 0.01% | 358 |
|
|
2020
Q2 | $216K | Buy |
+2,055
| New | +$216K | 0.01% | 350 |
|
|
2020
Q1 | – | Sell |
-2,097
| Closed | -$220K | – | 387 |
|
|
2019
Q4 | $220K | Buy |
+2,097
| New | +$220K | 0.01% | 378 |
|
|
2018
Q1 | – | Sell |
-1,835
| Closed | -$161K | – | 613 |
|
|
2017
Q4 | $161K | Hold |
1,835
| – | – | 0.01% | 394 |
|
|
2017
Q3 | $165K | Hold |
1,835
| – | – | 0.01% | 391 |
|
|
2017
Q2 | $142K | Hold |
1,835
| – | – | 0.01% | 412 |
|
|
2017
Q1 | $135K | Hold |
1,835
| – | – | 0.01% | 427 |
|
|
2016
Q4 | $118K | Buy |
1,835
+635
| +53% | +$40.8K | ﹤0.01% | 463 |
|
|
2016
Q3 | $75K | Hold |
1,200
| – | – | ﹤0.01% | 525 |
|
|
2016
Q2 | $61K | Sell |
1,200
-507
| -30% | -$25.8K | ﹤0.01% | 540 |
|
|
2016
Q1 | $82K | Sell |
1,707
-150
| -8% | -$7.21K | ﹤0.01% | 487 |
|
|
2015
Q4 | $86K | Buy |
1,857
+1,350
| +266% | +$62.5K | ﹤0.01% | 496 |
|
|
2015
Q3 | $22K | Hold |
507
| – | – | ﹤0.01% | 725 |
|
|
2015
Q2 | $24K | Sell |
507
-315
| -38% | -$14.9K | ﹤0.01% | 763 |
|
|
2015
Q1 | $40K | Buy |
822
+315
| +62% | +$15.3K | ﹤0.01% | 664 |
|
|
2014
Q4 | $23K | Hold |
507
| – | – | ﹤0.01% | 650 |
|
|
2014
Q3 | $24K | Hold |
507
| – | – | ﹤0.01% | 709 |
|
|
2014
Q2 | $25K | Hold |
507
| – | – | ﹤0.01% | 705 |
|
|
2014
Q1 | $24K | Hold |
507
| – | – | ﹤0.01% | 716 |
|
|
2013
Q4 | $23K | Sell |
507
-176
| -26% | -$7.98K | ﹤0.01% | 661 |
|
|
2013
Q3 | $27K | Buy |
+683
| New | +$27K | ﹤0.01% | 637 |
|