Carolinas Wealth Consulting’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 |
-2,304
| Closed | -$78.9K | – | 793 |
|
2025
Q1 | $78.9K | Buy |
2,304
+11
| +0.5% | +$377 | 0.02% | 282 |
|
2024
Q4 | $69.9K | Buy |
+2,293
| New | +$69.9K | 0.01% | 306 |
|
2024
Q3 | – | Sell |
-5,230
| Closed | -$429K | – | 1095 |
|
2024
Q2 | $429K | Buy |
5,230
+420
| +9% | +$34.4K | 0.08% | 114 |
|
2024
Q1 | $486K | Buy |
4,810
+1,600
| +50% | +$162K | 0.1% | 100 |
|
2023
Q4 | $91.2K | Buy |
3,210
+540
| +20% | +$15.4K | 0.02% | 244 |
|
2023
Q3 | $63.9K | Buy |
+2,670
| New | +$63.9K | 0.02% | 283 |
|