EWM
Evermay Wealth Management’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
2,916
-250
| -8% | -$17.6K | 0.03% | 196 |
|
|
2025
Q1 | $153K | Sell |
3,166
-120
| -4% | -$5.81K | 0.02% | 216 |
|
|
2024
Q4 | $188K | Sell |
3,286
-700
| -18% | -$40.1K | 0.03% | 200 |
|
|
2024
Q3 | $320K | Sell |
3,986
-125
| -3% | -$10K | 0.05% | 154 |
|
|
2024
Q2 | $376K | Sell |
4,111
-75
| -2% | -$6.86K | 0.06% | 148 |
|
|
2024
Q1 | $376K | Sell |
4,186
-129
| -3% | -$11.6K | 0.06% | 152 |
|
|
2023
Q4 | $389K | Sell |
4,315
-27
| -0.6% | -$2.44K | 0.07% | 123 |
|
|
2023
Q3 | $339K | Sell |
4,342
-240
| -5% | -$18.7K | 0.07% | 122 |
|
|
2023
Q2 | $411K | Hold |
4,582
| – | – | 0.08% | 116 |
|
|
2023
Q1 | $384K | Sell |
4,582
-40
| -0.9% | -$3.35K | 0.08% | 116 |
|
|
2022
Q4 | $325K | Hold |
4,622
| – | – | 0.07% | 130 |
|
|
2022
Q3 | $282K | Hold |
4,622
| – | – | 0.06% | 136 |
|
|
2022
Q2 | $268K | Sell |
4,622
-300
| -6% | -$17.4K | 0.05% | 141 |
|
|
2022
Q1 | $370K | Sell |
4,922
-160
| -3% | -$12K | 0.06% | 134 |
|
|
2021
Q4 | $442K | Buy |
5,082
+2,541
| +100% | +$221K | 0.08% | 105 |
|
|
2021
Q3 | $390K | Hold |
2,541
| – | – | 0.08% | 104 |
|
|
2021
Q2 | $380K | Sell |
2,541
-30
| -1% | -$4.49K | 0.07% | 118 |
|
|
2021
Q1 | $399K | Hold |
2,571
| – | – | 0.08% | 114 |
|
|
2020
Q4 | $355K | Hold |
2,571
| – | – | 0.08% | 119 |
|
|
2020
Q3 | $264K | Sell |
2,571
-144
| -5% | -$14.8K | 0.06% | 129 |
|
|
2020
Q2 | $286K | Buy |
+2,715
| New | +$286K | 0.08% | 117 |
|
|
2020
Q1 | – | Sell |
-2,835
| Closed | -$297K | – | 150 |
|
|
2019
Q4 | $297K | Hold |
2,835
| – | – | 0.07% | 126 |
|
|
2019
Q3 | $263K | Sell |
2,835
-200
| -7% | -$18.6K | 0.07% | 128 |
|
|
2019
Q2 | $263K | Sell |
3,035
-200
| -6% | -$17.3K | 0.07% | 127 |
|
|
2019
Q1 | $268K | Sell |
3,235
-375
| -10% | -$31.1K | 0.08% | 120 |
|
|
2018
Q4 | $260K | Sell |
3,610
-4,710
| -57% | -$339K | 0.08% | 114 |
|
|
2018
Q3 | $657K | Sell |
8,320
-1,350
| -14% | -$107K | 0.21% | 53 |
|
|
2018
Q2 | $879K | Sell |
9,670
-300
| -3% | -$27.3K | 0.29% | 41 |
|
|
2018
Q1 | $911K | Buy |
9,970
+6,245
| +168% | +$571K | 0.31% | 40 |
|
|
2017
Q4 | $327K | Buy |
+3,725
| New | +$327K | 0.12% | 93 |
|
|
2015
Q2 | – | Sell |
-4,110
| Closed | -$201K | – | 86 |
|
|
2015
Q1 | $201K | Buy |
+4,110
| New | +$201K | 0.12% | 85 |
|
|
2014
Q4 | – | Sell |
-4,973
| Closed | -$235K | – | 88 |
|
|
2014
Q3 | $235K | Hold |
4,973
| – | – | 0.2% | 70 |
|
|
2014
Q2 | $243K | Buy |
+4,973
| New | +$243K | 0.21% | 71 |
|