IWA
IVC Wealth Advisors’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Buy |
5,635
+405
| +8% | +$28.5K | 0.19% | 98 |
|
|
2025
Q1 | $253K | Buy |
5,230
+570
| +12% | +$27.6K | 0.14% | 137 |
|
|
2024
Q4 | $267K | Buy |
4,660
+871
| +23% | +$50K | 0.15% | 130 |
|
|
2024
Q3 | $304K | Buy |
3,789
+497
| +15% | +$39.9K | 0.17% | 121 |
|
|
2024
Q2 | $301K | Sell |
3,292
-2
| -0.1% | -$183 | 0.17% | 120 |
|
|
2024
Q1 | $296K | Buy |
3,294
+184
| +6% | +$16.5K | 0.17% | 124 |
|
|
2023
Q4 | $280K | Sell |
3,110
-298
| -9% | -$26.9K | 0.17% | 113 |
|
|
2023
Q3 | $266K | Buy |
3,408
+124
| +4% | +$9.68K | 0.18% | 117 |
|
|
2023
Q2 | $294K | Sell |
3,284
-3
| -0.1% | -$269 | 0.19% | 112 |
|
|
2023
Q1 | $275K | Sell |
3,287
-409
| -11% | -$34.3K | 0.2% | 111 |
|
|
2022
Q4 | $260K | Sell |
3,696
-29
| -0.8% | -$2.04K | 0.19% | 120 |
|
|
2022
Q3 | $227K | Buy |
+3,725
| New | +$227K | 0.18% | 124 |
|