Concord Wealth Partners’s Super Micro Computer SMCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.9K | Buy |
1,039
+1,000
| +2,564% | +$49K | 0.01% | 339 |
|
|
2025
Q1 | $1.34K | Hold |
39
| – | – | ﹤0.01% | 712 |
|
|
2024
Q4 | $1.19K | Sell |
39
-6,781
| -99% | -$207K | ﹤0.01% | 770 |
|
|
2024
Q3 | $284K | Buy |
6,820
+1,400
| +26% | +$58.3K | 0.05% | 174 |
|
|
2024
Q2 | $444K | Buy |
5,420
+390
| +8% | +$32K | 0.08% | 146 |
|
|
2024
Q1 | $508K | Buy |
+5,030
| New | +$508K | 0.09% | 139 |
|