Carson Wealth (CWM LLC)’s Super Micro Computer SMCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
28,138
-3,930
| -12% | -$193K | ﹤0.01% | 1106 |
|
|
2025
Q1 | $1.1M | Buy |
32,068
+11,166
| +53% | +$382K | ﹤0.01% | 1075 |
|
|
2024
Q4 | $637K | Sell |
20,902
-6,828
| -25% | -$208K | ﹤0.01% | 1287 |
|
|
2024
Q3 | $1.16M | Buy |
27,730
+2,900
| +12% | +$121K | 0.01% | 943 |
|
|
2024
Q2 | $2.03M | Buy |
24,830
+1,410
| +6% | +$116K | 0.01% | 643 |
|
|
2024
Q1 | $2.37M | Buy |
23,420
+1,740
| +8% | +$176K | 0.01% | 579 |
|
|
2023
Q4 | $616K | Buy |
21,680
+16,580
| +325% | +$471K | ﹤0.01% | 986 |
|
|
2023
Q3 | $140K | Buy |
5,100
+440
| +9% | +$12.1K | ﹤0.01% | 1462 |
|
|
2023
Q2 | $116K | Buy |
4,660
+510
| +12% | +$12.7K | ﹤0.01% | 1500 |
|
|
2023
Q1 | $44K | Buy |
4,150
+750
| +22% | +$7.95K | ﹤0.01% | 1956 |
|
|
2022
Q4 | $28K | Buy |
3,400
+280
| +9% | +$2.31K | ﹤0.01% | 2134 |
|
|
2022
Q3 | $17K | Buy |
3,120
+430
| +16% | +$2.34K | ﹤0.01% | 2342 |
|
|
2022
Q2 | $11K | Buy |
+2,690
| New | +$11K | ﹤0.01% | 2531 |
|