Concentric Wealth Management, LLC
- SEC CIK
- 0001695345
- Latest filing
- Nov 13, 2024
MCHP holding history
Microchip Technology Inc in every 13F filed by Concentric Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MCHP overviewAll 13F holders of MCHPFull Q3 2024 holdings
- Shares (Q3 2024)
- 36,884
- Value
- $2.96M
- % of portfolio
- 0.7%
- Quarters held
- 8
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 36,884 | $2.96M | 0.7% | +2,193+6.3% | Added | Holders |
| Q2 2024 | 34,691 | $3.17M | 0.8% | +640+1.9% | Added | Holders |
| Q1 2024 | 34,051 | $3.05M | 0.8% | +331+1.0% | Added | Holders |
| Q4 2023 | 33,720 | $3.04M | 0.9% | +943+2.9% | Added | Holders |
| Q3 2023 | 32,777 | $2.56M | 0.8% | +410+1.3% | Added | Holders |
| Q2 2023 | 32,367 | $2.90M | 0.9% | +221+0.7% | Added | Holders |
| Q1 2023 | 32,146 | $2.69M | 0.9% | +1,207+3.9% | Added | Holders |
| Q4 2022 | 30,939 | $2.17M | 0.7% | +30,939 | New | Holders |