Waverly Advisors’s Microchip Technology MCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,244
| Closed | -$254K | – | 1204 |
|
|
2025
Q1 | $254K | Buy |
5,244
+75
| +1% | +$3.63K | ﹤0.01% | 985 |
|
|
2024
Q4 | $296K | Buy |
+5,169
| New | +$296K | ﹤0.01% | 824 |
|
|
2024
Q3 | – | Sell |
-2,452
| Closed | -$224K | – | 819 |
|
|
2024
Q2 | $224K | Buy |
2,452
+71
| +3% | +$6.5K | ﹤0.01% | 737 |
|
|
2024
Q1 | $214K | Buy |
2,381
+76
| +3% | +$6.82K | 0.01% | 647 |
|
|
2023
Q4 | $208K | Buy |
+2,305
| New | +$208K | 0.01% | 420 |
|
|
2014
Q4 | – | Sell |
-2,500
| Closed | -$59K | – | 565 |
|
|
2014
Q3 | $59K | Hold |
2,500
| – | – | 0.03% | 200 |
|
|
2014
Q2 | $61K | Hold |
2,500
| – | – | 0.03% | 210 |
|
|
2014
Q1 | $60K | Sell |
2,500
-6,200
| -71% | -$149K | 0.03% | 201 |
|
|
2013
Q4 | $195K | Buy |
8,700
+2,500
| +40% | +$56K | 0.07% | 154 |
|
|
2013
Q3 | $125K | Buy |
+6,200
| New | +$125K | 0.06% | 133 |
|