MWAC
Mariner Wealth Advisors (Cincinnati)’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $26.1M | Buy |
330,884
+11,590
| +4% | +$915K | 1.44% | 20 |
|
|
2018
Q2 | $29M | Buy |
319,294
+5,035
| +2% | +$458K | 1.72% | 10 |
|
|
2018
Q1 | $28.7M | Sell |
314,259
-11,948
| -4% | -$1.09M | 1.77% | 10 |
|
|
2017
Q4 | $28.7M | Sell |
326,207
-3,984
| -1% | -$350K | 1.73% | 11 |
|
|
2017
Q3 | $29.6M | Buy |
330,191
+2,590
| +0.8% | +$233K | 1.92% | 7 |
|
|
2017
Q2 | $25.3M | Sell |
327,601
-32,929
| -9% | -$2.54M | 1.76% | 9 |
|
|
2017
Q1 | $26.6M | Buy |
360,530
+7,542
| +2% | +$556K | 1.91% | 6 |
|
|
2016
Q4 | $22.6M | Sell |
352,988
-214
| -0.1% | -$13.7K | 1.76% | 10 |
|
|
2016
Q3 | $21.9M | Buy |
353,202
+17,751
| +5% | +$1.1M | 1.87% | 8 |
|
|
2016
Q2 | $17M | Buy |
335,451
+12,045
| +4% | +$611K | 1.52% | 22 |
|
|
2016
Q1 | $15.6M | Buy |
323,406
+7,322
| +2% | +$353K | 1.53% | 24 |
|
|
2015
Q4 | $14.7M | Buy |
+316,084
| New | +$14.7M | 1.44% | 26 |
|
|
2015
Q1 | $14.1M | Buy |
287,854
+13,071
| +5% | +$639K | 1.98% | 22 |
|
|
2014
Q4 | $12.4M | Buy |
274,783
+13,153
| +5% | +$593K | 1.79% | 23 |
|
|
2014
Q3 | $12.4M | Sell |
261,630
-35
| -0% | -$1.65K | 1.98% | 25 |
|
|
2014
Q2 | $12.8M | Buy |
261,665
+7,635
| +3% | +$373K | 2.02% | 28 |
|
|
2014
Q1 | $12.1M | Buy |
254,030
+35,615
| +16% | +$1.7M | 1.97% | 26 |
|
|
2013
Q4 | $9.77M | Buy |
218,415
+9,275
| +4% | +$415K | 1.61% | 33 |
|
|
2013
Q3 | $8.43M | Buy |
+209,140
| New | +$8.43M | 1.56% | 37 |
|