Heritage Wealth Advisors’s Microchip Technology MCHP Stock Holding History

Heritage Wealth Advisors’s Portfolio MCHP Stock Details MCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$495K	Buy	7,038 +22	+0.3%	+$1.55K	0.02%	131
2025 Q1	$340K	Hold	7,016	–	–	0.02%	155
2024 Q4	$402K	Sell	7,016 -100	-1%	-$5.74K	0.02%	149
2024 Q3	$571K	Buy	7,116 +1,500	+27%	+$120K	0.03%	130
2024 Q2	$514K	Sell	5,616 -1,800	-24%	-$165K	0.02%	136
2024 Q1	$665K	Sell	7,416 -589	-7%	-$52.8K	0.03%	122
2023 Q4	$722K	Hold	8,005	–	–	0.04%	110
2023 Q3	$625K	Hold	8,005	–	–	0.03%	115
2023 Q2	$717K	Sell	8,005 -160	-2%	-$14.3K	0.04%	106
2023 Q1	$684K	Buy	8,165 +520	+7%	+$43.6K	0.04%	103
2022 Q4	$537K	Buy	7,645 +183	+2%	+$12.9K	0.03%	126
2022 Q3	$455K	Sell	7,462 -54	-0.7%	-$3.3K	0.03%	126
2022 Q2	$437K	Hold	7,516	–	–	0.03%	133
2022 Q1	$565K	Sell	7,516 -108	-1%	-$8.12K	0.03%	126
2021 Q4	$664K	Sell	7,624 -2	-0%	-$174	0.04%	126
2021 Q3	$585K	Hold	7,626	–	–	0.04%	128
2021 Q2	$571K	Hold	7,626	–	–	0.04%	130
2021 Q1	$592K	Hold	7,626	–	–	0.04%	127
2020 Q4	$527K	Hold	7,626	–	–	0.03%	127
2020 Q3	$392K	Hold	7,626	–	–	0.05%	108
2020 Q2	$402K	Hold	7,626	–	–	0.06%	96
2020 Q1	$259K	Sell	7,626 -24	-0.3%	-$814	0.05%	115
2019 Q4	$401K	Buy	7,650 +24	+0.3%	+$1.26K	0.05%	121
2019 Q3	$354K	Hold	7,626	–	–	0.05%	117
2019 Q2	$331K	Hold	7,626	–	–	0.05%	113
2019 Q1	$316K	Hold	7,626	–	–	0.05%	103
2018 Q4	$274K	Hold	7,626	–	–	0.05%	108
2018 Q3	$300K	Hold	7,626	–	–	0.06%	101
2018 Q2	$348K	Hold	7,626	–	–	0.13%	88
2018 Q1	$348K	Sell	7,626 -2,000	-21%	-$91.3K	0.14%	85
2017 Q4	$423K	Hold	9,626	–	–	0.18%	81
2017 Q3	$432K	Hold	9,626	–	–	0.22%	66
2017 Q2	$370K	Buy	9,626 +2	+0%	+$77	0.19%	72
2017 Q1	$354K	Buy	9,624 +2	+0%	+$74	0.19%	71
2016 Q4	$309K	Sell	9,622 -390	-4%	-$12.5K	0.2%	65
2016 Q3	$311K	Buy	10,012 +12	+0.1%	+$373	0.22%	65
2016 Q2	$254K	Hold	10,000	–	–	0.17%	78
2016 Q1	$240K	Hold	10,000	–	–	0.19%	70
2015 Q4	$233K	Hold	10,000	–	–	0.2%	70
2015 Q3	$216K	Hold	10,000	–	–	0.19%	68
2015 Q2	$238K	Hold	10,000	–	–	0.2%	79
2015 Q1	$244K	Hold	10,000	–	–	0.2%	79
2014 Q4	$227K	Buy	10,000 +1,000	+11%	+$22.7K	0.2%	86
2014 Q3	$214K	Hold	9,000	–	–	0.22%	65
2014 Q2	$220K	Hold	9,000	–	–	0.24%	63
2014 Q1	$215K	Hold	9,000	–	–	0.25%	65
2013 Q4	$201K	Buy	+9,000	New	+$201K	0.25%	63