WealthPlan Investment Management’s Microchip Technology MCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-43,419
| Closed | -$3.97M | – | 255 |
|
|
2024
Q2 | $3.97M | Sell |
43,419
-5,360
| -11% | -$490K | 0.6% | 61 |
|
|
2024
Q1 | $4.38M | Buy |
48,779
+1,885
| +4% | +$169K | 0.67% | 60 |
|
|
2023
Q4 | $4.23M | Buy |
46,894
+3,000
| +7% | +$271K | 0.68% | 59 |
|
|
2023
Q3 | $3.43M | Buy |
43,894
+25,355
| +137% | +$1.98M | 0.61% | 58 |
|
|
2023
Q2 | $1.66M | Sell |
18,539
-17,966
| -49% | -$1.61M | 0.5% | 67 |
|
|
2023
Q1 | $3.06M | Sell |
36,505
-29,514
| -45% | -$2.47M | 0.53% | 60 |
|
|
2022
Q4 | $5.57M | Buy |
+66,019
| New | +$5.57M | 0.39% | 65 |
|