Sheets Smith Wealth Management’s Microchip Technology MCHP Stock Holding History

Sheets Smith Wealth Management’s Portfolio MCHP Stock Details MCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	-$12.4K	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%	-$16.3K	1.06%	25
2023 Q3	$6.49M	Hold	83,092	–	–	0.99%	26
2023 Q2	$7.44M	Sell	83,092 -500	-0.6%	-$39.4K	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%	-$19.7K	0.85%	32
2022 Q2	$4.87M	Sell	83,892 -200	-0.2%	-$13.2K	0.8%	33
2022 Q1	$6.32M	Sell	84,092 -1,600	-2%	-$120K	0.87%	29
2021 Q4	$7.46M	Buy	85,692 +3,400	+4%	+$275K	0.93%	28
2021 Q3	$6.32M	Hold	82,292	–	–	0.86%	29
2021 Q2	$6.16M	Sell	82,292 -9,200	-10%	-$701K	0.83%	30
2021 Q1	$7.1M	Sell	91,492 -200	-0.2%	-$14.9K	1.04%	22
2020 Q4	$6.33M	Buy	91,692 +100	+0.1%	+$6.22K	0.96%	27
2020 Q3	$4.71M	Hold	91,592	–	–	0.82%	33
2020 Q2	$4.82M	Hold	91,592	–	–	0.97%	28
2020 Q1	$3.1M	Sell	91,592 -200	-0.2%	-$9.41K	0.65%	39
2019 Q4	$4.81M	Hold	91,792	–	–	0.92%	30
2019 Q3	$4.26M	Hold	91,792	–	–	0.88%	30
2019 Q2	$3.98M	Hold	91,792	–	–	0.82%	28
2019 Q1	$3.81M	Buy	91,792 +192	+0.2%	+$7.96K	0.82%	28
2018 Q4	$3.29M	Buy	91,600 +2,000	+2%	+$70.6K	0.89%	25
2018 Q3	$3.54M	Hold	89,600	–	–	0.73%	34
2018 Q2	$4.08M	Sell	89,600 -800	-0.9%	-$37.1K	0.95%	24
2018 Q1	$4.13M	Sell	90,400 -20,890	-19%	-$963K	0.99%	24
2017 Q4	$4.89M	Buy	111,290 +228	+0.2%	+$10.3K	1.15%	19
2017 Q3	$4.99M	Sell	111,062 -190	-0.2%	-$7.96K	1.26%	16
2017 Q2	$4.29M	Sell	111,252 -638	-0.6%	-$25.1K	1.13%	17
2017 Q1	$4.13M	Sell	111,890 -18,010	-14%	-$635K	1.1%	17
2016 Q4	$4.17M	Buy	129,900 +16,700	+15%	+$525K	1.17%	15
2016 Q3	$3.52M	Hold	113,200	–	–	0.99%	20
2016 Q2	$2.87M	Hold	113,200	–	–	0.83%	29
2016 Q1	$2.73M	Hold	113,200	–	–	0.84%	29
2015 Q4	$2.63M	Buy	113,200 +800	+0.7%	+$18.8K	0.8%	32
2015 Q3	$2.42M	Hold	112,400	–	–	0.82%	37
2015 Q2	$2.67M	Hold	112,400	–	–	0.73%	35
2015 Q1	$2.75M	Sell	112,400 -40,000	-26%	-$965K	0.76%	33
2014 Q4	$3.44M	Hold	152,400	–	–	0.9%	29
2014 Q3	$3.6M	Buy	152,400 +2,400	+2%	+$57.4K	0.98%	29
2014 Q2	$3.66M	Hold	150,000	–	–	0.98%	27
2014 Q1	$3.58M	Buy	150,000 +1,600	+1%	+$36.5K	1%	24
2013 Q4	$3.32M	Buy	+148,400	New	+$3.11M	0.92%	29