Heritage Wealth Management (Ohio)’s Microchip Technology MCHP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$308K	Sell	4,379 -375	-8%	-$26.4K	0.1%	183
2025 Q1	$230K	Sell	4,754 -846	-15%	-$41K	0.08%	207
2024 Q4	$321K	Buy	5,600 +2,102	+60%	+$121K	0.11%	179
2024 Q3	$281K	Buy	3,498 +2	+0.1%	+$161	0.09%	192
2024 Q2	$322K	Buy	+3,496	New	+$322K	0.11%	172