CWM
Centric 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 | – | Sell |
-153,005
| Closed | -$5.24M | – | 199 |
|
|
2025
Q1 | $5.24M | Buy |
153,005
+80,000
| +110% | +$2.74M | 1.38% | 14 |
|
|
2024
Q4 | $2.23M | Buy |
+73,005
| New | +$2.23M | 0.6% | 52 |
|
|
2024
Q2 | – | Sell |
-250
| Closed | -$215K | – | 176 |
|
|
2024
Q1 | $215K | Buy |
+250
| New | +$215K | 0.07% | 153 |
|