RSWM
Robertson Stephens Wealth Management’s Microchip Technology MCHP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-5,697
| Closed | -$276K | – | 570 |
|
2025
Q1 | $276K | Sell |
5,697
-400
| -7% | -$19.4K | 0.01% | 463 |
|
2024
Q4 | $350K | Sell |
6,097
-6,934
| -53% | -$398K | 0.01% | 432 |
|
2024
Q3 | $1.05M | Sell |
13,031
-597
| -4% | -$47.9K | 0.04% | 273 |
|
2024
Q2 | $1.25M | Sell |
13,628
-531
| -4% | -$48.6K | 0.06% | 194 |
|
2024
Q1 | $1.27M | Buy |
14,159
+8,688
| +159% | +$779K | 0.07% | 203 |
|
2023
Q4 | $493K | Buy |
5,471
+57
| +1% | +$5.14K | 0.03% | 310 |
|
2023
Q3 | $423K | Buy |
5,414
+466
| +9% | +$36.4K | 0.03% | 326 |
|
2023
Q2 | $443K | Sell |
4,948
-412
| -8% | -$36.9K | 0.03% | 297 |
|
2023
Q1 | $449K | Buy |
5,360
+100
| +2% | +$8.38K | 0.03% | 301 |
|
2022
Q4 | $370K | Buy |
5,260
+410
| +8% | +$28.8K | 0.04% | 298 |
|
2022
Q3 | $296K | Hold |
4,850
| – | – | 0.03% | 278 |
|
2022
Q2 | $281K | Hold |
4,850
| – | – | 0.03% | 298 |
|
2022
Q1 | $364K | Buy |
4,850
+100
| +2% | +$7.51K | 0.03% | 285 |
|
2021
Q4 | $413K | Buy |
4,750
+2,375
| +100% | +$207K | 0.03% | 281 |
|
2021
Q3 | $364K | Hold |
2,375
| – | – | 0.04% | 231 |
|
2021
Q2 | $355K | Hold |
2,375
| – | – | 0.04% | 242 |
|
2021
Q1 | $368K | Buy |
+2,375
| New | +$368K | 0.06% | 208 |
|