Carson Wealth (CWM LLC)’s Super Micro Computer SMCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.2M | Sell |
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|
2025
Q2 | $1.38M | Sell |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $637K | Sell |
|
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|
2024
Q3 | $1.16M | Buy |
|
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|
2024
Q2 | $2.03M | Buy |
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|
2024
Q1 | $2.37M | Buy |
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|
2023
Q4 | $616K | Buy |
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|
2023
Q3 | $140K | Buy |
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|
2023
Q2 | $116K | Buy |
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|
2023
Q1 | $44K | Buy |
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|
2022
Q4 | $28K | Buy |
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|
2022
Q3 | $17K | Buy |
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|
2022
Q2 | $11K | Buy |
|