AllSquare 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 | – | Sell |
-600
| Closed | -$20.5K | – | 544 |
|
|
2025
Q1 | $20.5K | Sell |
600
-400
| -40% | -$13.7K | 0.01% | 306 |
|
|
2024
Q4 | $30.5K | Sell |
1,000
-9,000
| -90% | -$274K | 0.02% | 264 |
|
|
2024
Q3 | $416K | Hold |
10,000
| – | – | 0.24% | 60 |
|
|
2024
Q2 | $819K | Hold |
10,000
| – | – | 0.49% | 36 |
|
|
2024
Q1 | $1.01M | Sell |
10,000
-9,500
| -49% | -$960K | 0.59% | 25 |
|
|
2023
Q4 | $554K | Buy |
19,500
+500
| +3% | +$14.2K | 0.34% | 45 |
|
|
2023
Q3 | $521K | Hold |
19,000
| – | – | 0.34% | 40 |
|
|
2023
Q2 | $445K | Buy |
19,000
+2,000
| +12% | +$46.8K | 0.29% | 50 |
|
|
2023
Q1 | $181K | Buy |
+17,000
| New | +$181K | 0.12% | 99 |
|