SSWM
Sheets Smith Wealth Management’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-82,742
| Closed | -$4.75M | – | 377 |
|
|
2024
Q4 | $4.75M | Hold |
82,742
| – | – | 0.58% | 43 |
|
|
2024
Q3 | $6.64M | Sell |
82,742
-150
| -0.2% | -$12K | 0.81% | 35 |
|
|
2024
Q2 | $7.58M | Hold |
82,892
| – | – | 0.91% | 28 |
|
|
2024
Q1 | $7.44M | Hold |
82,892
| – | – | 0.83% | 31 |
|
|
2023
Q4 | $7.48M | Sell |
82,892
-200
| -0.2% | -$18K | 1.06% | 25 |
|
|
2023
Q3 | $6.49M | Hold |
83,092
| – | – | 0.99% | 26 |
|
|
2023
Q2 | $7.44M | Sell |
83,092
-500
| -0.6% | -$44.8K | 1.09% | 22 |
|
|
2023
Q1 | $7M | Hold |
83,592
| – | – | 1.07% | 22 |
|
|
2022
Q4 | $5.87M | Hold |
83,592
| – | – | 0.92% | 29 |
|
|
2022
Q3 | $5.1M | Sell |
83,592
-300
| -0.4% | -$18.3K | 0.85% | 32 |
|
|
2022
Q2 | $4.87M | Sell |
83,892
-200
| -0.2% | -$11.6K | 0.8% | 33 |
|
|
2022
Q1 | $6.32M | Sell |
84,092
-1,600
| -2% | -$120K | 0.87% | 29 |
|
|
2021
Q4 | $7.46M | Buy |
85,692
+44,546
| +108% | +$3.88M | 0.93% | 28 |
|
|
2021
Q3 | $6.32M | Hold |
41,146
| – | – | 0.86% | 29 |
|
|
2021
Q2 | $6.16M | Sell |
41,146
-4,600
| -10% | -$689K | 0.83% | 30 |
|
|
2021
Q1 | $7.1M | Sell |
45,746
-100
| -0.2% | -$15.5K | 1.04% | 22 |
|
|
2020
Q4 | $6.33M | Buy |
45,846
+50
| +0.1% | +$6.91K | 0.96% | 27 |
|
|
2020
Q3 | $4.71M | Hold |
45,796
| – | – | 0.82% | 33 |
|
|
2020
Q2 | $4.82M | Hold |
45,796
| – | – | 0.97% | 28 |
|
|
2020
Q1 | $3.11M | Sell |
45,796
-100
| -0.2% | -$6.78K | 0.65% | 39 |
|
|
2019
Q4 | $4.81M | Hold |
45,896
| – | – | 0.92% | 30 |
|
|
2019
Q3 | $4.26M | Hold |
45,896
| – | – | 0.88% | 30 |
|
|
2019
Q2 | $3.98M | Hold |
45,896
| – | – | 0.82% | 28 |
|
|
2019
Q1 | $3.81M | Buy |
45,896
+96
| +0.2% | +$7.97K | 0.82% | 28 |
|
|
2018
Q4 | $3.29M | Buy |
45,800
+1,000
| +2% | +$71.9K | 0.89% | 25 |
|
|
2018
Q3 | $3.54M | Hold |
44,800
| – | – | 0.73% | 34 |
|
|
2018
Q2 | $4.08M | Sell |
44,800
-400
| -0.9% | -$36.4K | 0.95% | 24 |
|
|
2018
Q1 | $4.13M | Sell |
45,200
-10,445
| -19% | -$954K | 0.99% | 24 |
|
|
2017
Q4 | $4.89M | Buy |
55,645
+114
| +0.2% | +$10K | 1.15% | 19 |
|
|
2017
Q3 | $4.99M | Sell |
55,531
-95
| -0.2% | -$8.53K | 1.26% | 16 |
|
|
2017
Q2 | $4.29M | Sell |
55,626
-319
| -0.6% | -$24.6K | 1.13% | 17 |
|
|
2017
Q1 | $4.13M | Sell |
55,945
-9,005
| -14% | -$664K | 1.1% | 17 |
|
|
2016
Q4 | $4.17M | Buy |
64,950
+8,350
| +15% | +$536K | 1.17% | 15 |
|
|
2016
Q3 | $3.52M | Hold |
56,600
| – | – | 0.99% | 20 |
|
|
2016
Q2 | $2.87M | Hold |
56,600
| – | – | 0.83% | 29 |
|
|
2016
Q1 | $2.73M | Hold |
56,600
| – | – | 0.84% | 29 |
|
|
2015
Q4 | $2.63M | Buy |
56,600
+400
| +0.7% | +$18.6K | 0.8% | 32 |
|
|
2015
Q3 | $2.42M | Hold |
56,200
| – | – | 0.82% | 37 |
|
|
2015
Q2 | $2.67M | Hold |
56,200
| – | – | 0.73% | 35 |
|
|
2015
Q1 | $2.75M | Sell |
56,200
-20,000
| -26% | -$978K | 0.76% | 33 |
|
|
2014
Q4 | $3.44M | Hold |
76,200
| – | – | 0.9% | 29 |
|
|
2014
Q3 | $3.6M | Buy |
76,200
+1,200
| +2% | +$56.7K | 0.98% | 29 |
|
|
2014
Q2 | $3.66M | Hold |
75,000
| – | – | 0.98% | 27 |
|
|
2014
Q1 | $3.58M | Buy |
75,000
+800
| +1% | +$38.2K | 1% | 24 |
|
|
2013
Q4 | $3.32M | Buy |
+74,200
| New | +$3.32M | 0.92% | 29 |
|