Concord Wealth Partners’s Super Micro Computer SMCI Stock Holding History

Concord Wealth Partners’s Portfolio SMCI Stock Details SMCI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$30.4K	Buy
2025 Q3	$1.87K	Sell
2025 Q2	$50.9K	Buy
2025 Q1	$1.33K	Hold
2024 Q4	$1.19K	Sell
2024 Q3	$284K	Buy
2024 Q2	$444K	Buy
2024 Q1	$508K	Buy