LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.6K | Sell |
1,202
-708
| -37% | -$49.8K | ﹤0.01% | 358 |
|
|
2025
Q1 | $80.1K | Hold |
1,910
| – | – | ﹤0.01% | 351 |
|
|
2024
Q4 | $109K | Sell |
1,910
-732
| -28% | -$41.9K | ﹤0.01% | 333 |
|
|
2024
Q3 | $200K | Hold |
2,642
| – | – | ﹤0.01% | 281 |
|
|
2024
Q2 | $250K | Hold |
2,642
| – | – | ﹤0.01% | 252 |
|
|
2024
Q1 | $221K | Hold |
2,642
| – | – | ﹤0.01% | 264 |
|
|
2023
Q4 | $225K | Hold |
2,642
| – | – | ﹤0.01% | 268 |
|
|
2023
Q3 | $194K | Sell |
2,642
-366
| -12% | -$26.9K | ﹤0.01% | 289 |
|
|
2023
Q2 | $269K | Sell |
3,008
-389
| -11% | -$34.9K | ﹤0.01% | 258 |
|
|
2023
Q1 | $285K | Buy |
3,397
+196
| +6% | +$16.4K | ﹤0.01% | 244 |
|
|
2022
Q4 | $225K | Sell |
3,201
-111
| -3% | -$7.8K | ﹤0.01% | 272 |
|
|
2022
Q3 | $202K | Hold |
3,312
| – | – | ﹤0.01% | 282 |
|
|
2022
Q2 | $192K | Buy |
3,312
+400
| +14% | +$23.2K | ﹤0.01% | 295 |
|
|
2022
Q1 | $219K | Sell |
2,912
-100
| -3% | -$7.52K | ﹤0.01% | 296 |
|
|
2021
Q4 | $262K | Buy |
3,012
+1,506
| +100% | +$131K | ﹤0.01% | 280 |
|
|
2021
Q3 | $231K | Sell |
1,506
-202
| -12% | -$31K | ﹤0.01% | 291 |
|
|
2021
Q2 | $256K | Hold |
1,708
| – | – | ﹤0.01% | 285 |
|
|
2021
Q1 | $265K | Buy |
1,708
+350
| +26% | +$54.3K | ﹤0.01% | 262 |
|
|
2020
Q4 | $188K | Sell |
1,358
-36
| -3% | -$4.98K | ﹤0.01% | 279 |
|
|
2020
Q3 | $143K | Buy |
+1,394
| New | +$143K | ﹤0.01% | 288 |
|
|
2020
Q1 | – | Sell |
-48
| Closed | -$5K | – | 681 |
|
|
2019
Q4 | $5K | Hold |
48
| – | – | ﹤0.01% | 609 |
|
|
2019
Q3 | $4K | Sell |
48
-105
| -69% | -$8.75K | ﹤0.01% | 613 |
|
|
2019
Q2 | $13K | Buy |
153
+105
| +219% | +$8.92K | ﹤0.01% | 546 |
|
|
2019
Q1 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 605 |
|
|
2018
Q4 | – | Sell |
-10,000
| Closed | -$789K | – | 715 |
|
|
2018
Q3 | $789K | Hold |
10,000
| – | – | 0.01% | 174 |
|
|
2018
Q2 | $910K | Sell |
10,000
-3,750
| -27% | -$341K | 0.02% | 165 |
|
|
2018
Q1 | $1.26M | Sell |
13,750
-22
| -0.2% | -$2.01K | 0.02% | 150 |
|
|
2017
Q4 | $1.21M | Hold |
13,772
| – | – | 0.02% | 152 |
|
|
2017
Q3 | $1.24M | Buy |
13,772
+22
| +0.2% | +$1.97K | 0.02% | 147 |
|
|
2017
Q2 | $1.1M | Hold |
13,750
| – | – | 0.02% | 150 |
|
|
2017
Q1 | $1.01M | Hold |
13,750
| – | – | 0.02% | 152 |
|
|
2016
Q4 | $882K | Hold |
13,750
| – | – | 0.02% | 161 |
|
|
2016
Q3 | $854K | Hold |
13,750
| – | – | 0.02% | 158 |
|
|
2016
Q2 | $698K | Hold |
13,750
| – | – | 0.02% | 164 |
|
|
2016
Q1 | $663K | Hold |
13,750
| – | – | 0.02% | 164 |
|
|
2015
Q4 | $640K | Hold |
13,750
| – | – | 0.02% | 179 |
|
|
2015
Q3 | $652K | Hold |
13,750
| – | – | 0.02% | 181 |
|
|
2015
Q2 | $652K | Hold |
13,750
| – | – | 0.02% | 181 |
|
|
2015
Q1 | $672K | Hold |
13,750
| – | – | 0.02% | 185 |
|
|
2014
Q4 | $620K | Hold |
13,750
| – | – | 0.02% | 180 |
|
|
2014
Q3 | $649K | Hold |
13,750
| – | – | 0.02% | 166 |
|
|
2014
Q2 | $671K | Hold |
13,750
| – | – | 0.02% | 167 |
|
|
2014
Q1 | $657K | Hold |
13,750
| – | – | 0.02% | 167 |
|
|
2013
Q4 | $615K | Hold |
13,750
| – | – | 0.02% | 176 |
|
|
2013
Q3 | $554K | Sell |
13,750
-5,400
| -28% | -$218K | 0.02% | 175 |
|
|
2013
Q2 | $713K | Buy |
+19,150
| New | +$713K | 0.02% | 168 |
|