WealthPLAN Partners’s Microchip Technology MCHP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,175	Closed	-$239K	–	254
2024 Q4	$239K	Sell	4,175 -7,392	-64%	-$508K	0.03%	226
2024 Q3	$929K	Sell	11,567 -34,468	-75%	-$2.85M	0.12%	129
2024 Q2	$4.21M	Sell	46,035 -13,771	-23%	-$1.26M	0.45%	64
2024 Q1	$5.37M	Buy	59,806 +12,806	+27%	+$1.1M	0.56%	56
2023 Q4	$4.24M	Buy	47,000 +2,889	+7%	+$235K	0.44%	71
2023 Q3	$3.44M	Buy	44,111 +19,290	+78%	+$1.61M	0.4%	70
2023 Q2	$2.22M	Sell	24,821 -14,334	-37%	-$1.13M	0.31%	85
2023 Q1	$3.28M	Sell	39,155 -28,149	-42%	-$2.24M	0.37%	69
2022 Q4	$5.71M	Buy	+67,304	New	+$4.64M	0.4%	64
2016 Q3	$53.8K	Sell	1,756 -1,888	-52%	-$54.9K	0.02%	320
2016 Q2	$45.8K	Buy	+3,644	New	+$90.7K	0.01%	966
2015 Q4	$47.5K	Buy	+6,114	New	+$143K	0.01%	639
2015 Q2	$49K	Sell	2,078 -3,646	-64%	-$88.5K	0.02%	173
2015 Q1	$137K	Buy	+5,724	New	+$138K	0.06%	145