IWM
Iams Wealth Management’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
19,870
-16,553
| -45% | -$1.16M | 0.64% | 54 |
|
|
2025
Q1 | $1.76M | Buy |
36,423
+10,229
| +39% | +$495K | 0.81% | 45 |
|
|
2024
Q4 | $1.5M | Buy |
26,194
+7,338
| +39% | +$421K | 0.69% | 48 |
|
|
2024
Q3 | $1.51M | Buy |
18,856
+2,693
| +17% | +$216K | 0.74% | 44 |
|
|
2024
Q2 | $1.48M | Buy |
16,163
+1,624
| +11% | +$149K | 0.81% | 42 |
|
|
2024
Q1 | $1.19M | Buy |
14,539
+1,012
| +7% | +$83.2K | 0.73% | 42 |
|
|
2023
Q4 | $1.22M | Sell |
13,527
-646
| -5% | -$58.3K | 0.79% | 40 |
|
|
2023
Q3 | $1.11M | Buy |
+14,173
| New | +$1.11M | 0.77% | 41 |
|
|
2023
Q2 | – | Sell |
-11,913
| Closed | -$986K | – | 96 |
|
|
2023
Q1 | $986K | Buy |
11,913
+2,446
| +26% | +$202K | 0.82% | 36 |
|
|
2022
Q4 | $665K | Buy |
+9,467
| New | +$665K | 0.68% | 46 |
|