AE Wealth Management’s Super Micro Computer SMCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Sell |
7,949
-734
| -8% | -$36K | ﹤0.01% | 1015 |
|
|
2025
Q1 | $297K | Buy |
+8,683
| New | +$297K | ﹤0.01% | 1087 |
|
|
2024
Q3 | – | Sell |
-9,800
| Closed | -$803K | – | 1319 |
|
|
2024
Q2 | $803K | Buy |
9,800
+3,180
| +48% | +$261K | 0.01% | 761 |
|
|
2024
Q1 | $669K | Sell |
6,620
-154,770
| -96% | -$15.6M | 0.01% | 753 |
|
|
2023
Q4 | $7.65M | Buy |
161,390
+46,760
| +41% | +$2.22M | 0.04% | 466 |
|
|
2023
Q3 | $3.14M | Buy |
114,630
+50,140
| +78% | +$1.37M | 0.02% | 689 |
|
|
2023
Q2 | $1.61M | Buy |
64,490
+13,350
| +26% | +$333K | 0.01% | 907 |
|
|
2023
Q1 | $545K | Buy |
51,140
+4,850
| +10% | +$51.7K | ﹤0.01% | 1310 |
|
|
2022
Q4 | $380K | Buy |
+46,290
| New | +$380K | ﹤0.01% | 1402 |
|