Cannell & Spears’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
$582K Sell
11,866
-21,059
-64% -$1.03M 0.01% 272
2025
Q1
$1.13M Sell
32,925
-258,365
-89% -$8.85M 0.02% 222
2024
Q4
$8.88M Buy
+291,290
New +$8.88M 0.18% 103
2024
Q3
Sell
-843,640
Closed -$69.1M 417
2024
Q2
$69.1M Buy
843,640
+80,420
+11% +$6.59M 1.43% 16
2024
Q1
$77.1M Buy
+763,220
New +$77.1M 1.59% 10