CWM
CarsonAllaria Wealth Management’s Super Micro Computer SMCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.9K | Buy |
1,344
+75
| +6% | +$3.68K | 0.04% | 124 |
|
|
2025
Q1 | $43.5K | Buy |
+1,269
| New | +$43.5K | 0.03% | 137 |
|
|
2024
Q3 | – | Sell |
-4
| Closed | -$3.28K | – | 424 |
|
|
2024
Q2 | $3.28K | Hold |
4
| – | – | ﹤0.01% | 306 |
|
|
2024
Q1 | $4.04K | Sell |
4
-9
| -69% | -$9.09K | ﹤0.01% | 303 |
|
|
2023
Q4 | $3.7K | Hold |
13
| – | – | ﹤0.01% | 272 |
|
|
2023
Q3 | $3.57K | Sell |
13
-42
| -76% | -$11.5K | ﹤0.01% | 275 |
|
|
2023
Q2 | $13.7K | Sell |
55
-20
| -27% | -$4.99K | 0.01% | 198 |
|
|
2023
Q1 | $7.99K | Sell |
75
-232
| -76% | -$24.7K | 0.01% | 228 |
|
|
2022
Q4 | $25K | Sell |
307
-110
| -26% | -$8.96K | 0.02% | 141 |
|
|
2022
Q3 | $23K | Hold |
417
| – | – | 0.02% | 140 |
|
|
2022
Q2 | $17K | Hold |
417
| – | – | 0.02% | 156 |
|
|
2022
Q1 | $16K | Hold |
417
| – | – | 0.01% | 168 |
|
|
2021
Q4 | $18K | Buy |
+417
| New | +$18K | 0.02% | 177 |
|